Integrated Wealth Solutions manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. Financial planning can be comprehensive, involving ongoing access to a planner for a monthly or quarterly fee. The firm also offers educational workshops. They use third-party service providers like Forum Financial Management, Impact Partnership Wealth, LLC, and AE Wealth Management, LLC for back-office support.
Assets Under Management$9M
Clients9
Advisors1
Avg. per Client$1M
Avg. per Advisor$9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
The firm charges a flat rate of the lowest fee on the entirety of the account for meeting the asset thresholds above. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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