Advisor at Integrated Wealth Concepts LLC
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Firm
Integrated Wealth Concepts LLC
Location
Boston, MA 02108
Credentials
Series 65
Industry experience
3 years
Rex Berger is a Series 65 licensed financial advisor with Integrated Wealth Concepts LLC in Boston, MA, and has three years of industry experience. His prior roles include positions at Claro Advisors, The Colony Group, Merrill Lynch, and State Street Bank & Trust. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services with a focus on customized portfolios and a generally long-term investment approach.
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
1 Beacon Street, 15 Th Floor
Boston, MA 02108
Florida · Massachusetts
Integrated Wealth Concepts LLC
2024 - Present (2 years)
Claro Advisors, LLC
2023 - 2024 (1 year)
The Colony Group, LLC
2022 - 2023 (1 year)
The Colony Group, LLC
2021 - 2022 (1 year)
Merrill Lynch
2020 - 2021 (1 year)
Northeastern Univ.
2020 - 2020 (1 year)
State Street Bank & Trust
2019 - 2020 (1 year)
Northeastern Univ.
2017 - 2022 (5 years)
The Hun School of Princeton
2013 - 2017 (4 years)
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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
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.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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