Isaiah Smith
Isaiah Smith is a registered investment advisor at Integrity Advisory Solutions, based in Huntersville, NC, with 10 years of industry experience. Isaiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
Huntersville, NC
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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 →Other Business ActivitiesSells Insurance
Isaiah is a Senior Vice President of Annuity Sales at The Assurance Group, a fixed insurance company, since 2014. He spends about a quarter of his time training and mentoring agents to grow company sales, with 32 of those hours occurring during securities trading hours.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Alphastar Capital Management
Regal Investment Advisors LLC
State Registrations1 state
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