Matthew Donovan
Matthew Donovan is a registered investment advisor at Integrated Wealth Concepts LLC, based in Rockland, MA, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
300 Ledgewood Place, Rockland, MA, 02370
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Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Matthew sells non-variable insurance products including life, health, fixed, and long-term care insurance, dedicating about 10-20% of his time to this. He is also involved with Integrated Wealth Concepts as an investment advisor and has several DBAs related to his LPL business, along with a tax preparation/accounting business and real estate rental activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England SecuritiesBroker
Guardian Investor Services LLCBroker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.