Guerdon Ely is a CFP, ChFC-designated registered investment advisor at Integrated Advisors Network LLC, based in Chico, CA, with 24 years of industry experience. Guerdon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
40 Philadelphia Drive, #101, Chico, CA, 95973
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Guerdon is the Owner/CCO of Ely Prudent Portfolios since 2006, an investment-related business in Chico, CA. The time commitment aligns with his advisory business.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Ely Prudent Portfolios, LLC
Prudent Investor Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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