Richard Digennaro
Richard Digennaro is a registered investment advisor at Integrated Wealth Concepts LLC, based in Warwick, RI, with 13 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
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
117 Metro Center Blvd., Suite 2007, Warwick, RI, 02886
Get directionsHistory
Regulatory History (1)
Criminal
June 1971Other Business Activities
Richard is involved in real estate rental through Kent County Consulting Group LLC, serves as a notary, and participates in a CPA affiliate program with DiGennaro & Palumbo LLP. He also works as a dually-registered investment advisor representative/registered representative with Integrated Wealth Concepts LLC and LPL Financial LLC.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations8 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.