Avery Dwyer is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Boston, MA, with 5 years of industry experience. Avery 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 11 more. Their firm serves 29,848 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1 Beacon Street, 15th Floor, Boston, MA, 02108
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Avery works as a dog walker through Wag Lab and volunteers at Cambridge Community Television, producing a show and shooting local events. These activities require minimal time and do not occur during normal business hours, except for one hour per week at the television station.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Ep Wealth Advisors
Resolute Financial, LLC
Riverview Capital Advisers LLC
State Registrations2 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.
Exams
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