Integrated Wealth Management offers wealth management services that include financial planning, continuous financial management, and portfolio management. They tailor their services to individual client needs and offer ongoing coaching. They may recommend third-party money managers. The firm's investment recommendations are based on publicly available reports, analysis, research materials, education and training, and various subscription services.
Assets Under Management$190M
Clients475
Advisors7
Avg. per Client$400K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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