Sean Burke is a registered investment advisor at Integrated Wealth Concepts LLC, based in Rockland, MA, with 12 years of industry experience. Sean 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
300 Ledgewood Place, Suite 100, Rockland, MA, 02370
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is involved with several investment-related businesses, including Integrated Financial Partners, Integrated Wealth Concepts, LLC, and BA Financial, dedicating a significant portion of his time to these activities. He also serves as a Director at BA, Inc., focusing on tax preparation, accounting, and firm management, which takes about a quarter of his time.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Innovation Partners LLCBroker
State Registrations9 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.