Advisor at Integrated Wealth Concepts LLC
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Firm
Integrated Wealth Concepts LLC
Location
Crantson, RI 02920
Credentials
ChFC®, Series 63, Series 65
Industry experience
30 years
Guido Sarcione is a financial advisor with Integrated Wealth Concepts LLC who holds the ChFC® designation and has 30 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Sarcione is also involved in managing several real estate rental properties in New Hampshire. 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 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
1000 Chapel View Boulevard, Suite 270
Crantson, RI 02920
Rhode Island · Texas
LPL Financial, llc
2017 - Present (9 years)
Integrated Wealth Concepts LLC
2017 - Present (9 years)
Mass Mutual Investors Services
2017 - 2017 (1 year)
MetLife Securities Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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