Integrated Wealth Strategies (IWS) offers personalized financial planning and investment management services to high net worth individuals, families, and businesses. IWS provides advice on financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. IWS also offers succession planning and benefit plans for businesses. IWS does not act as a custodian of client assets.
Assets Under Management$140M
Clients250
Advisors2
Avg. per Client$560K
Avg. per Advisor$70M
www.yelp.com/biz/daniel-c-caswell-cpa-integrate... ·wealthadvise.com ·www.integratedwealthstrategies.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee may be negotiable under certain circumstances, i.e., combination of services offered or combined family accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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