Integrated Wealth Concepts, operating as Integrated Partners, provides investment advisory services to individuals, families, and retirement plans. Services include investment management, financial planning, family office services, and retirement plan advisory. Investment strategies are customized based on client goals and risk tolerance, utilizing internal management or unaffiliated money managers. Integrated's financial advisors are independent and have flexibility in choosing investment programs suitable for their clients.
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.