Burwell
Hutchinson

Integrated Wealth Advisors, LLC

CRD#4794846
Investment Advisor
in Wilmington, DE

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About this Advisor

Burwell Hutchinson is a financial advisor based in Wilmington, Delaware, working with Integrated Wealth Advisors, LLC. Burwell has previously held a position at Integrated Wealth Advisors, LLC and is registered to provide services in Delaware. Currently, Burwell is part of Integrated Wealth Advisors, LLC, which operates out of Wilmington, Delaware. The firm has one office and two employees. The firm manages assets totaling $107.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Integrated Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5511 Kirkwood Highway
Wilmington, DE 19808

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Integrated Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$107,360,561

DE Average: $20,326,190,483
Total Number of Employees

2

DE Average: 53
Total Number of Accounts

268

DE Average: 624
Average Account Size

$400,599

DE Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Burwell Hutchinson Work History

2007 - Present (17 years)

Integrated Wealth Advisors, LLC

Disclosures

Please visit the SEC profile of Burwell Hutchinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Wealth Advisors, LLC

Burwell Hutchinson
Wilmington, DE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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