Bernard Sandford
Bernard Sandford is a registered investment advisor at Integrated Wealth Concepts LLC, based in Boston, MA, with 24 years of industry experience. Bernard 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
24 School Street, Suite 503, Boston, MA, 02108
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Bernard is involved with several DBAs under Integrated Wealth Concepts, LLC as an Investment Advisor Representative (IAR), spending about half of his time on these activities. He also works as a non-variable insurance agent, dedicating a few hours per week to this.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Delta Global Asset Management
Delta Equity Services CorporationBroker
Eaton Vance Distributors, INC.Broker
State Registrations14 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.