As an independent, fee-only financial advisor, we distinguish ourselves in a profession fraught with conflicts of interest. By maintaining our independence we remain completely impartial with our advice. We do not accept any commissions, finder fees, or remuneration for product sales, referrals or transactions of any kind. We are not affiliated with any other firm or franchise because it is our fiduciary responsibility to maintain your trust and always prioritize your best interests over our own.
Wealth Management Fees
The financial planning fee is based on the nature of the services and the complexity of your specific circumstances. All fees are agreed upon prior to engaging services and memorialized with a written agreement. Typically, our wealth management fee is an annual fee ranging from $3,000 to $8,000 per year.
Portfolio Management Services Fees
We charge an annualized fee for investment advisory services as a percentage of assets under management. Integrated Wealth Management, LLC determines this annual fee according to the following schedule:
Assets under management
.60% per year
Clients may incur additional fees for accounting, bookkeeping, payroll and tax preparation. All additional fees are disclosed prior to the client engaging these services and will vary depending on the complexity of the case and financial situation.
We do not sell nor receive commissions on any insurance products. All insurance products will be purchased only at client request and in coordination with a licensed insurance agent. Insurance agents are responsible for the recommendation of all insurance products and Integrated Wealth Management, LLC neither endorses nor guarantees the performance of any individual insurance product purchased.
While we do not provide direct legal services, these services can be rendered at client request in coordination with outside legal counsel. Legal services are billed by the provider and are separate from our fees.