Maxwell Graber is a registered investment advisor at Integrated Wealth Concepts LLC, based in Gig Harbor, WA, with 3 years of industry experience. Maxwell 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
3025 Harborview Drive, Gig Harbor, WA, 98335
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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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Maxwell works as an Investment Advisor Representative (IAR) for Integrated Wealth Concepts, LLC, doing business as Konvergent Wealth Partners, dedicating full-time hours to this role. He also works as a fitness instructor for SHRED415, spending minimal time on this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
State Registrations1 state
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