Integrated Wealth Management, Inc.

Integrated Wealth Management, Inc. is a Registered Investment Adviser based in Uniontown, Ohio, established in June 2006. The firm offers Wealth Management Services, including financial planning, continuous financial management, and portfolio management. Initial financial plan fees range from $500 to $15,000, with potential higher fees for complex objectives. Portfolio Management Services have an annual fee scale based on account asset value, starting at 1.50% for assets up to $500,000. The firm may recommend third-party money managers and receive compensation for such referrals. Integrated Wealth Management employs fundamental, long-term investment strategies and offers mutual fund asset allocation models. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and corporate entities. The firm does not require a minimum account size but reserves the right to terminate accounts deemed too small. Integrated Wealth Management does not vote proxies on behalf of clients and does not have any reportable disciplinary information. The firm does not have custody of client funds and maintains strict privacy policies. Clients receive annual privacy policy notices and are assured that their information is kept confidential and secure.