Integrated Wealth Management (IWM) offers asset management, investment advice, and financial planning with a client-centered approach. IWM works with clients to develop an investor profile, discuss financial goals, and create an asset allocation strategy. Financial planning services, including access to a financial planning website portal, are provided at no additional cost to advisory clients. IWM may recommend other professionals like attorneys or accountants but does not receive referral fees.
Assets Under Management$63M
Clients39
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Minimum Annual Fee:$5,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable and may be lower based on the nature of the account and the origin of the client. Minimum annual fee is $5,600.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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