Advisor at Integrated Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Piseco, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Ramona Santos is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Integrated Wealth Concepts LLC, where she has worked since 2019, and previously held roles at LPL Financial and DaVinci Financial Designs. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing around $16 billion in assets.
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
Piseco, NY
New Jersey · New York · Texas
Integrated Wealth Concepts, LLC
2019 - Present (7 years)
LPL Financial
2014 - 2026 (12 years)
DaVinci Financial Designs, LLC
2014 - 2019 (5 years)
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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