INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC
Integrated Wealth Management Solutions, LLC is a leading financial advisory firm that offers personalized wealth management solutions to its clients. With a team of experienced and knowledgeable advisors, the firm is able to provide expert financial guidance to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management solutions
- Offers expert financial guidance
- Helps clients achieve their financial goals
Facts and Insights:
Integrated Wealth Management Solutions, LLC has been in business for over 10 years and has established a strong reputation for delivering top-notch financial services to its clients. The firm has a proven track record of helping clients achieve financial success and has a high client satisfaction rate.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 10+ years |
Financial Services Offered:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
- Business Succession Planning
Client Types:
- High Net Worth Individuals
- Business Owners
- Retirees
- Professionals
- Families
Fees & Compensation:
Integrated Wealth Management Solutions, LLC charges a percentage of assets under management as their compensation. This ensures that the interests of the firm and its clients are aligned, as the firm only earns more when the client’s assets grow in value.
Background:
The firm was founded by a team of experienced financial advisors who noticed a gap in the market for personalized and comprehensive wealth management services. They wanted to create a firm that would provide a holistic approach to financial planning and help clients achieve their long-term financial goals. Today, Integrated Wealth Management Solutions, LLC continues to stay true to its vision and is a trusted advisor for many individuals and families.
Financial Advisor Disclosures to Know:
- The firm is a registered investment advisor
- All advisors are licensed and have passed required exams and background checks
- The firm has a Code of Ethics that all advisors must adhere to
- Advisors may receive compensation from the sale of certain investment products
- The firm is required to disclose any conflicts of interest