Advisor at Integrated Wealth Management Solutions, LLC
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Firm
Integrated Wealth Management Solutions, LLC
Location
Port Chester, NY
Credentials
Series 63, Series 65
Industry experience
15 years
Michael Reisin is a financial advisor at Integrated Wealth Management Solutions, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wunderlich Securities, Inc. since 2016. Reisin has been with Integrated Wealth Management Solutions since 2017. Integrated Wealth Management Solutions provides customized financial planning and investment management for individual investors, including high-net-worth clients, and small businesses. The firm employs a combination of fundamental research, technical analysis, and diversified investment strategies across various asset classes, managing portfolios on both discretionary and nondiscretionary bases.
Based on Integrated Wealth Management Solutions, LLC
Based on Integrated Wealth Management Solutions, LLC
Fixed financial planning fees ranging from $1,000 to $30,000 depending on complexity
$0 - $999,999: 2.00% annually $1,000,000 - $2,999,999: 1.75% annually $3,000,000+: 1.50% annually
Commissions may be received if client purchases securities or insurance through firm associates acting as registered representatives or insurance agents, but advisory services themselves are not commission-based
Hourly planning engagement at $500 per hour
Fee-only: Financial planning fees: fixed fees ranging from $1,000 to $30,000; hourly rate of $500 per hour billed in 10-minute increments
Port Chester, NY
New York
Integrated Wealth Management Solutions, LLC.
2017 - Present (9 years)
Wunderlich Securities, Inc.
2016 - Present (10 years)
Unemployed
2009 - 2016 (7 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
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