Andrew Ross
Andrew Ross is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 17 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
200 5th Ave, Suite 4010, Waltham, MA, 02451
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Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Andrew sells non-variable insurance products (health, disability, fixed, and life) and dedicates about 10-20% of his time to this. He is also involved with Integrated Financial Partners/Wealth Concepts as an investment advisor and has real estate rental activities through W.A.G. Estate, LLC.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Davinci Capital Management INC.
Davinci Capital Management INC.Broker
State Registrations2 states
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.