Integrated Wealth Management is an Ohio-based registered investment advisor founded in 2006. The firm offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon through a personalized investment policy statement. Portfolio management services include asset allocation, asset selection, investment strategy, and regular monitoring, with discretionary authority to execute trades. Integrated Wealth Management also provides financial planning covering investment planning, life insurance, taxes, retirement, college savings, and debt management. Investment advice generally focuses on mutual funds, fixed income securities, equities, exchange-traded funds, and inflation-protected bonds. Several firm representatives also operate as independent insurance agents and may recommend insurance products or annuities, creating a potential conflict of interest regarding commissions. The firm requires clients to use specific custodians such as Fidelity Brokerage Services and SEI.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee is up to 1.75% and is negotiable. Fees are calculated based on the average daily balance and paid monthly in arrears.