Avery Dwyer is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Boston, MA, with 4 years of industry experience. Avery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Financial Planning & Coaching, and 5 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
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.
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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
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