How does the advisor help clients – Key Takeaways:
Integrated Advisors provides comprehensive financial planning and investment management services to help clients achieve their financial goals and objectives. Clients can expect personalized and unbiased advice from a team of experienced advisors.
Facts and Insights
Integrated Advisors has been in business for over 20 years and has over 200 advisors providing services to clients. The firm currently manages over $10 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 200+ | 20+ years |
Financial Services Offered
Integrated Advisors offers a wide range of financial services, including but not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
Integrated Advisors serves a variety of clients, including individuals, families, and businesses. They also work with clients from all different income levels and stages of life.
Fees & Compensation
Integrated Advisors is a fee-only firm, meaning they do not receive commissions or compensation from third parties based on the products they recommend. Instead, they charge a fee based on a percentage of assets under management or a flat fee for financial planning services.
Background
Integrated Advisors was founded in 1999 with the goal of providing personalized and unbiased financial advice to clients. The firm prioritizes transparency, communication, and a long-term approach to investing.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Integrated Advisors holds a fiduciary duty to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and always put their clients’ needs first.