Firm
Integrated Wealth Management Solutions
Port Chester, New York
Fee-only
Integrated Wealth Management Solutions at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 5 individual clients, 1 of them high net worth.
- Its average account is about $998,000 (assets it manages divided by its 5 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Port Chester, New York |
|---|---|
| Phone | (917) 363-2156 |
Integrated Wealth Management Solutions fees
Integrated Wealth Management Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 4 |
| High-net-worth clients | 1 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2025 |
| SEC record | CRD 289318 |