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Integrated Wealthcare, Llc
Durham, North Carolina
INTEGRATED WEALTHCARE, LLC is a highly regarded investment advisory firm based in Durham, NC. With over 40 individual clients entrusting them with their financial needs, INTEGRATED WEALTHCARE, LLC skillfully manages assets totaling $94,958,000.
As a small firm operating from a single office, INTEGRATED WEALTHCARE, LLC focuses on delivering personalized financial solutions to their valued clientele. They possess the expertise and capability to manage employer funds, ensuring comprehensive portfolio management that extends beyond 401K and individual accounts.
Approximately 20% of the assets under INTEGRATED WEALTHCARE, LLC's man...see more
Assets Under Mgmt
$94.96M
Investment Professionals
1
Locations
0
% 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
- Other: OUTSOURCED CIO MODEL
Reviews for Integrated Wealthcare, Llc
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