Ronald Goodman is a registered investment advisor at Integrated Wealth Concepts LLC, based in Canton, MA, with 21 years of industry experience. Ronald 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
1017 Turnpike Street, Suite 22B, Canton, MA, 02021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a partner at Goodman & Goodman LLC (CPA Affiliate Program), president of Sunray Distributors, Inc., a notary, and involved in real estate rentals. He also provides investment advisory services through Integrated Wealth Concepts and operates under the DBA Integrated Financial Partners, dedicating a few hours per week to each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.