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
Cranston, RI 02920
Credentials
ChFC®, Series 63, Series 65
Industry experience
28 years
Kevin Mcgrady is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Lincoln Financial Advisors and LPL Financial. Mcgrady also manages a non-investment business entity used for commission flow-through purposes. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm provides customized portfolios and a range of services including discretionary investment management, financial planning, and family office solutions through a network of approximately 452 advisors managing about $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, Llc
2016 - Present (10 years)
Lincoln Financial Advisors
2008 - 2016 (8 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
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 65, Series 66
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