Kelly Hudak is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Charlestown, MA, with 22 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.
Fee Estimator
Location
10 City Square, 5th Floor, Charlestown, MA, 02129
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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 Activities
Kelly owns multiple real estate properties and is the COO of Ironsides Operational Support LLC, handling finances. Kelly also has roles with Sarson Funds, LLC, Jumbo 74 Florence LLC, and 4612 Mountain Road Holdings LLC, dedicating minimal time to each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 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.
Exams
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