Integrated Wealth Management Solutions provides financial planning and investment management services. Financial planning covers cash flow, debt management, risk management, employee benefits, retirement, education, tax, estate, and divorce planning. Investment management involves creating customized portfolios based on client risk profiles and goals. IWMS serves individuals, high net worth individuals, and small businesses.
Assets Under Management$5M
Clients5
Advisors1
Avg. per Client$1M
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
On a limited basis and following firm approval, accounts may be assessed their asset-based fee on a monthly basis, in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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