Integrated Wealth Concepts (operating as Integrated Partners) is a registered investment advisor providing customized wealth management, financial planning, family office services, and retirement plan consulting. The firm operates through a network of independent financial advisors across the country, offering both standalone services and bundled programs where transaction fees are included in a single fee structure. Integrated Partners tailors its approach to individuals, high-net-worth families, trusts, estates, and businesses, utilizing various investment strategies ranging from internal model portfolios to third-party asset managers. The firm emphasizes a fiduciary commitment to clients while maintaining affiliations with broker-dealers and insurance providers to offer a broad scope of financial solutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.