Roy Mattox
Roy Mattox is a registered investment advisor at Integrated Financial Strategies, LLC, based in Fort Lauderdale, FL, with 12 years of industry experience. Roy 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 600 clients with $460M 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 $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.35% |
| $1.3M+ | 1.15% |
Fees are negotiable. In limited circumstances, Integrated Financial Strategies may charge advisory fees that slightly exceed the standard tiered fee schedule where the client relationship is more complex in nature and/or requires additional advisory assistance.
Fee Estimator
Location
2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL, 33308
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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 →Employment History
Current Registrations
Integrated Financial Strategies, LLC
Previous Registrations
Uwharrie Investment Advisors, INC.
Darvas Investment Management LLC
Darvas Investment Management LLC
Darvas Investment Management 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.