Andrew Adil is a registered investment advisor at Integrated Wealth Concepts LLC, based in South Windsor, CT, with 33 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
1340 Sullivan Avenue, South Windsor, CT, 06074
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is involved with several investment-related DBAs for his LPL business, including Integrated Partners, Coburn Financial, and Integrated Financial Partners. He also provides investment advisory services through Integrated Wealth Concepts, LLC, spending nearly full-time on this activity, and dedicates minimal time as a non-variable insurance agent.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLCBroker
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.