Michael Mcdaid
Michael Mcdaid is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Broomfield, CO, with 11 years of industry experience. Michael 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
Broomfield, CO
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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
Michael sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent since 2019. He is also an investment advisor representative (IAR) for RetirementDNA since January 2025, dedicating full-time hours to this role.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Onedigital Investment Advisors
Cetera Advisor Networks LLC
Clg LLC
Cetera Advisor Networks LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Securities America, INC.Broker
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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