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CFP
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CFP

Andrew Ross

Integrated Wealth Concepts LLC
17 Years of Experience
Waltham, MA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Andrew Ross is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 17 years of industry experience. Andrew 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.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
473 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 5th Ave, Suite 4010, Waltham, MA, 02451

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History

Regulatory History (1)
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Customer Dispute
February 2024
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew sells non-variable insurance products (health, disability, fixed, and life) and dedicates about 10-20% of his time to this. He is also involved with Integrated Financial Partners/Wealth Concepts as an investment advisor and has real estate rental activities through W.A.G. Estate, LLC.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLCBroker
October 2016 - December 2021 · 5 yrs 2 mos
Lincoln Financial Advisors Corporation
March 2014 - October 2016 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
February 2014 - October 2016 · 2 yrs 8 mos
Davinci Capital Management INC.
January 2014 - February 2014 · 1 mo
Davinci Capital Management INC.Broker
September 2008 - February 2014 · 5 yrs 5 mos
State Registrations2 states
MATX
Advisor

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
No exam information available for this advisor.
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