Richard Lacross is a CFP, PFS-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Acton, MA, with 19 years of industry experience. Richard 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
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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
537 Massachusetts Ave #201, Acton, MA, 01720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a partner/co-founder of GreenWave Financial Advisors, LLC, which provides tax and personal financial planning services. The business does not provide investment-related services.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLC
Klr Investment Advisors, LLC
Rsm Mcgladrey, INC.
Caturano Wealth Management, LLC
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.