Ely
Kaplansky
Integrated Wealth Concepts LLC
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About this Advisor
Ely Kaplansky is a financial advisor based in Needham Heights, Massachusetts, working with Integrated Wealth Concepts LLC. Ely has previously held a position at Kaplansky Insurance Agency, Inc. Ely is registered to provide services in Massachusetts. Currently, Ely is part of Integrated Wealth Concepts LLC, which operates out of Needham Heights, Massachusetts. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$12,394,481,000
424
44,485
$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ely Kaplansky Work History
Kaplansky Insurance Agency, Inc
Disclosures
Please visit the SEC profile of Ely Kaplansky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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