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CFP
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CFP

Tia Mcnamara

Integrated Wealth Concepts LLC
10 Years of Experience
Charlestown, MA
Sells Insurance
View SEC Summary
View SEC Summary

Tia Mcnamara is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Charlestown, MA, with 10 years of industry experience. Tia 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
473 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

10 City Square, 5th Floor, Charlestown, MA, 02129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tia works as an independent insurance broker since 2018, selling whole life insurance. She also works for Ironsides Operational Support LLC, dedicating about a third of her time to this investment-related role.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
May 2026 - Present · 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2023 - May 2026 · 2 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2023 - May 2026 · 2 yrs 7 mos
Independent Financial Group, LLC
November 2016 - October 2023 · 6 yrs 11 mos
Independent Financial Group, LLCBroker
July 2016 - October 2023 · 7 yrs 3 mos
State Registrations2 states
MATX
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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