Assets Under Management
$189.5M
Number of Clients
475
Number of Advisors
6
Average Client AUM
$399K
AUM per Advisor
$31.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrated Wealth Management, Inc. offers wealth management services including financial planning, continuous financial management, and portfolio management. They provide discretionary and non-discretionary portfolio management services and may recommend third-party money managers. They primarily use fundamental, long-term, buy-and-hold investment strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685