Amir Habib
Amir Habib is a registered investment advisor at Integrative Financial Strategies, based in Vacaville, CA, with 24 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 15 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Annual fees are subject to a minimum annual fee of $1,500. All fees are subject to negotiation.
Fee Estimator
Location
Vacaville, CA
Get directionsHistory
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
Amir owns Integrative Financial Strategies, a fee-for-service financial advisory business, dedicating nearly full-time hours to planning, trading, marketing, and bookkeeping. Amir also teaches graduate and undergraduate finance courses part-time at the University of Phoenix.
Employment History
Current Registrations
Integrative Financial Strategies
Previous Registrations
Stonehurst Securities, INC.
Princor Financial Services Corporation
State Registrations1 state
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.