Advisor at Integrated Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Wealth Concepts LLC
Location
Concord, MA 01742
Credentials
Series 66
Industry experience
25 years
Brad Capland is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously at MetLife Securities Inc. and his own CPA practice, Brad M. Capland, CPA, which he has operated since 1991. Outside of his advisory work, he is a notary public. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and tailored family office services through a network of approximately 452 advisors managing around $16 billion in client assets.
Based on Integrated Wealth Concepts LLC
Based on Integrated Wealth Concepts LLC
Fixed fees for financial planning and family office services; fees are negotiated based on complexity and services provided.
$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%
Advisory Persons who are registered representatives earn commissions separately; commission-based compensation is in addition to advisory fees.
Hourly rates are available for financial planning services; specific rates are negotiable and disclosed on a case-by-case basis.
Account minimum: $2,500
2250 Main Street, Suite 3
Concord, MA 01742
Massachusetts
Integrated Wealth Concepts LLC
2016 - Present (10 years)
LPL Financial
2016 - Present (10 years)
MetLife Securities Inc.
2015 - 2016 (1 year)
Brad M. Capland, CPA
1991 - Present (35 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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