Integrated Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,250,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
14
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$660,714
About
Integrated Wealth Solutions is a state-registered independent investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, 401(k) plans and other business entities. The firm provides discretionary investment management, financial planning (including comprehensive planning on a retainer), business planning, insurance reviews, and offers educational workshops to clients and their families at no charge.
The firm generally favors a passive, diversified approach grounded in modern portfolio theory, constructing portfolios with mutual funds and ETFs and tailoring allocations to each client’s investment policy statement, risk tolerance, and time horizon. It may use sub-advisors and model portfolios on a discretionary basis and relies on third-party custodians and back-office providers — including Forum Financial Management, Impact Partnership Wealth, and AE Wealth Management — to administer trading and account services.
Noteworthy aspects include that the firm’s principal is also an active estate-planning attorney and operates an affiliated law practice, and is licensed to sell life and health insurance; these affiliations and product-sales activities are disclosed as potential conflicts because they can result in additional compensation. The firm is small — roughly $9 million in discretionary assets across eight clients — and its explicit focus on business planning for corporate or business clients and the provision of free educational seminars distinguishes it from many solo independent advisers.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Financial Planning fixed fees ranging from $1,500 to $15,000; upfront $500 fee for Comprehensive Financial Planning
$1 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Insurance-related product sales commissions may be received by firm and/or representative
Comprehensive Financial Planning ongoing fee of $275 per month, paid monthly or quarterly in advance
Fee-only: Financial Planning fixed fees ranging from $1,500 to $15,000; Comprehensive Financial Planning monthly/quarterly retainer of $275/month plus upfront $500 fee
Main office location
Integrated Wealth Solutions, LLC
195 Route 9 South, Suite 204
Manalapan NJ 07726, United States
Number of offices
1
Most active in
Integrated Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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