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Brenda Cox

Integrated Advisors Network LLC
30 Years of Experience
Denver, CO
1 Disclosure
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Brenda Cox is a registered investment advisor at Integrated Advisors Network LLC, based in Denver, CO, with 30 years of industry experience. Brenda 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.

Integrated Advisors Network LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Denver, CO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 1989
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Employment History
Current Registrations
Integrated Advisors Network LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - February 2020 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - February 2020 · 10 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - May 2009 · 2 yrs
Citigroup Global Markets INC.
May 2007 - May 2009 · 2 yrs
Citicorp Investment Services
April 2002 - May 2007 · 5 yrs 1 mo
Citicorp Investment ServicesBroker
March 1996 - May 2007 · 11 yrs 2 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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