Tracy Williams is a CFP-designated registered investment advisor at Integrated Wealth Management, INC., based in Uniontown, OH, with 1 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 475 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable.
Fee Estimator
Location
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrated Wealth Management, INC.
State Registrations1 state
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