Advisor at Integrated Wealth Concepts LLC
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Firm
Integrated Wealth Concepts LLC
Location
Cranston, RI 02920
Credentials
Series 66
Industry experience
13 years
Kenneth Richardson Jr. is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corp. Outside of his advisory role, he serves as president of The Journey to Hope, Health, & Healing, a separate investment-related organization. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, 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 over 450 advisors managing approximately $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 Blvd, Suite# 200
Cranston, RI 02920
Rhode Island
Integrated Wealth Concepts LLC
2016 - Present (10 years)
LPL Financial
2016 - Present (10 years)
Lincoln Financial Advisors Corp
2009 - 2016 (7 years)
Kenneth L Richardson Jr Cpa, Inc
1989 - Present (37 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
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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