Integrated Wealth Advisors provides financial planning and investment management services to individuals. They offer advice on various topics, including financial planning, budgeting, education planning, retirement, and estate planning. They also manage investment portfolios through programs offered by Commonwealth Financial Network. Integrated Wealth Advisors does not provide legal, tax, or accounting advice.
Fee Structure
Integrated Wealth Advisors offers investment management through programs provided by Commonwealth Financial Network. The fees for these programs are based on a percentage of the assets managed. The specific fees vary depending on the program selected. Clients may also pay transaction charges for certain securities. The firm may elect to pay transaction charges on a client's behalf. Clients participating in the PPS Select program will pay a total account fee that consists of a combination of an advisor fee and a program fee.