Michael Sztrom
Michael Sztrom is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
4514 Cole Ave, Suite 600, Dallas, TX, 75205
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Regulatory History (7)
Investigation
May 2023Regulatory
May 2023Civil
January 2021Regulatory
January 2021Customer Dispute
March 2015Customer Dispute
January 2015Customer Dispute
December 2014Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Sztrom Capital Management, LLC
Sztrom Capital Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Rjl Financial Network, L.L.C.
Securities America, INC.Broker
The Advisors Group, INC.
Raymond J. Lucia Companies, INC.
The Advisors Group, INC.Broker
State Registrations4 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.