Integrated Wealthcare, LLC

Integrated WealthCare, LLC (IWC) is a multi-specialty wealth management firm founded in 2006, dedicated to serving physicians and medical professionals. Based in Durham, North Carolina, IWC offers investment advisory services, financial planning, retirement plan management, and consulting services to individuals, high net-worth individuals, families, business owners, and corporations. IWC provides discretionary portfolio management services, allowing full discretion and authority to manage client accounts. Clients maintain control of their assets, and prior to engagement, an Investment Management Agreement is required. IWC's investment strategies are based on individual client needs, risk tolerance, and investment goals, utilizing fundamental, technical, and cyclical analysis. The firm targets globally diversified allocation models and offers services on a non-wrap fee basis. IWC does not participate in wrap fee programs and charges investment management fees based on a percentage of assets under management. The firm's fee schedule is negotiable based on client characteristics. IWC does not assess performance-based fees or side-by-side management. The firm does not receive soft dollars and recommends the lowest-cost mutual fund share class. IWC has a custody arrangement with Charles Schwab & Co., Inc., and clients receive account statements directly from the custodian. The firm conducts periodic reviews of client accounts and does not vote client securities proxies. IWC maintains strict confidentiality and safeguards client information, using it only as needed to provide services or as permitted by law.