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Integrated Wealth Concepts Llc
Waltham, Massachusetts
5.0
1 Review
Integrated Wealth Concepts LLC, based out of Waltham, MA, is a well-established regional investment advisory firm with an impressive track record. With over 10,390 individual clients and a staggering $7,465,968,000 in assets under management, they have earned a reputation for excellence in the industry.
Integrated Wealth Concepts LLC operates from 58 offices strategically located to serve their extensive client base. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they manage are ...see more
Assets Under Mgmt
$7.47B
Investment Professionals
178
Locations
57
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Integrated Wealth Concepts Llc
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