Joseph Hosler is a CFA-designated registered investment advisor at Integrity Financial Advisors, LLC, based in Woburn, MA, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
400 Tradecenter, Suite 3990, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the owner of Auour Advisory LLC, providing strategic consulting services to private and public corporations. This takes about a quarter of his time, and less time during trading hours.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Auour Investments LLC
Previous Registrations
Keystone Capital Corporation
State Registrations2 states
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