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Melissa Cournyer

Integrated Wealth Concepts LLC
12 Years of Experience
Gig Harbor, WA
1 DisclosureSells Insurance
View SEC Summary
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Melissa Cournyer is a registered investment advisor at Integrated Wealth Concepts LLC, based in Gig Harbor, WA, with 12 years of industry experience. Melissa 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
480 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

3220 Rosedale Street NW Suite 200, Gig Harbor, WA, 98335

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History

Regulatory History (1)
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Customer Dispute
June 2023
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Melissa manages a rental property/real estate business (C and M Cournyer, LLC) and is a partial owner of Second Wind OIB LLC and M&C Cournyer, LLC, dedicating minimal time to each. She also sells fixed/traditional insurance products, which takes about a quarter of her time, and works full-time as an Investment Advisor Representative (IAR) for Integrated Wealth Concepts d/b/a Konvergent Wealth Partners.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - October 2025 · 5 yrs 2 mos
Bankers Life Advisory Services, INC.
April 2018 - August 2020 · 2 yrs 4 mos
Bankers Life Securities, INC.Broker
May 2016 - August 2020 · 4 yrs 3 mos
Proequities, INC.Broker
January 2014 - May 2016 · 2 yrs 4 mos
State Registrations1 state
WA
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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