Integrated WealthCare (IWC) offers investment management, financial planning, and consulting services to individuals, high-net-worth individuals, families, business owners, and corporations. IWC tailors its services to each client's needs, considering their financial goals, risk tolerance, and investment horizon. IWC may recommend unaffiliated third-party money managers. IWC also offers Flourish Cash, an online cash management solution.
Assets Under Management$140M
Clients131
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$48M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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