Integrated Wealth Strategies, LLC is a registered investment advisor founded in March 2026 and based in Lone Tree, Colorado, led by principal owner and Chief Compliance Officer Rob Williams. The firm operates on a fee-only basis, meaning compensation comes solely from clients rather than commissions or product sales. Integrated Wealth Strategies offers comprehensive wealth management, which combines ongoing financial planning and portfolio management tailored to each client's specific goals, risk tolerance, time horizon, and tax considerations. Investment strategies utilize modern portfolio theory, goal-based investing, asset allocation, and asset-liability matching, focusing primarily on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to ongoing wealth management, the firm provides one-time financial planning engagements covering areas such as cash flow, retirement planning, tax planning, employee benefits, risk management, charitable giving, college savings, and estate planning. Integrated Wealth Strategies generally requires ongoing financial planning for clients receiving wealth management services to ensure portfolios remain aligned with their overall life plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable at the advisor's discretion and are billed quarterly in arrears using a blended rate schedule. Household accounts may be aggregated.