Melissa Cournyer
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 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
3220 Rosedale Street NW Suite 200, Gig Harbor, WA, 98335
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Regulatory History (1)
Customer Dispute
June 2023Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
State Registrations1 state
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.