Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Fazio is a Registered Investment Advisor with Integrated Wealth Concepts LLC, a firm based in Waltham, MA. Edward is licensed in California and has been in the industry since September 2006. Edward is a partner at Windes, Inc, a CPA firm. Edward specializes in financial planning, pension consulting, and selection of other advisors. Edward's firm manages over $13.5 billion in assets for 22,706 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/29/2024 - Present
Integrated Wealth Concepts LLC (IRVINE CA)
Active
Inactive
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