Anthony Rossi is a registered investment advisor at Integrated Wealth Advisors, LLC, based in Bellevue, WA, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 84 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Wealth Advisors offers investment management through programs provided by Commonwealth Financial Network. The fees for these programs are based on a percentage of the assets managed. The specific fees vary depending on the program selected. Clients may also pay transaction charges for certain securities. The firm may elect to pay transaction charges on a client's behalf. Clients participating in the PPS Select program will pay a total account fee that consists of a combination of an advisor fee and a program fee.
Location
500 108th Ave Ne, #1100, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrated Wealth Advisors, LLC
Previous Registrations
Integrated Wealth Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations1 state
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