Cassidy King
Cassidy King is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 22 years of industry experience. Cassidy 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
200 5th Ave, Suite 4010, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cassidy operates his LPL business under the DBAs Integrated Financial Partners and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts and TDA Wealth Management, spending nearly all of his time on these activities. Cassidy also spends a few hours per week selling fixed, long-term care, and life insurance.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.