Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,939,097
Total clients
217
8% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
36
Average account size
$243,959
Integrated Wealth Solutions serves individual and high-net-worth clients, delivering discretionary portfolio management and financial planning along with advice on mutual funds, ETFs, fixed income, annuities, REITs and other securities. The six-advisor team manages roughly $53 million across about 217 client relationships and documents each engagement with an Investment Policy Statement.
The firm tailors programs through an initial client interview, documents risk tolerance and objectives in an IPS, and implements portfolios using fundamental and technical analysis with a long-term trading orientation and discretionary trading authority. Accounts receive quarterly reviews and custodian reporting; the brochure notes the firm requires clients to use Fidelity as custodian and that it does not aggregate block trades for multiple accounts.
Distinctive elements disclosed in the brochure include the firm’s offering of educational seminars and workshops and the fact that some supervised persons are licensed insurance agents and registered representatives, activities the firm identifies and documents as potential conflicts of interest. The brochure also highlights recent firm changes (including added d/b/a names), written policies on soft-dollar benefits and a published Code of Ethics and conflict-disclosure practices.
Financial planning fees between $250 and $500
Up to 1.45%
Account minimum: $25,000
Integrated Wealth Solutions, LLC
2215 E. Market St
York PA 17402, United States
Number of offices
3
Maryland · Pennsylvania
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
York, PA
Integrated Wealth Solutions, LLC
Series 63, Series 65
York, PA
Integrated Wealth Solutions, LLC
Series 63, Series 65
York, PA
Integrated Wealth Solutions, LLC
Series 65
York, PA
Integrated Wealth Solutions, LLC
Series 63, Series 65
York, PA
Integrated Wealth Solutions, LLC
Series 63, Series 65
York, PA
Integrated Wealth Solutions, LLC
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