Ruslan Burshteyn is a registered investment advisor at Integrated Wealth Concepts LLC, based in Stow, MA, with 2 years of industry experience. Ruslan 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
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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
636 Great Road, Stow, MA, 01775
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ruslan provides accounting services through Stowbrook Business Solutions since January 2016. This activity is investment-related and takes nearly all of Ruslan's time.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
State Registrations1 state
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