Integrated Wealth Strategies offers comprehensive financial planning and investment management services to individuals, families, businesses, and trusts. The firm builds tailored investment portfolios based on each client's individual goals, time horizons, and risk tolerance, utilizing strategies like Modern Portfolio Theory and asset allocation. In addition to managing investments, Integrated Wealth Strategies provides holistic financial planning covering retirement, cash flow, tax coordination, estate planning, insurance reviews, and business succession planning. The firm operates as a fee-based registered investment advisor and does not sell commissioned investment products like stocks or mutual funds, though its representatives may offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees range from 1.50% to 0.25% based on total assets under management. Fees are negotiable under certain circumstances such as combined family accounts.