Sanford Fisch
Sanford Fisch is a registered investment advisor at Integrity Advisory Solutions, based in San Diego, CA, with 15 years of industry experience. Sanford 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
9444 Balboa Avenue, Suite 300, San Diego, CA, 92109
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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
Sanford is a partner at Armstrong, Fisch and Tutoli Law Partnership, a general partner at SMF Limited Partnership, and the CEO of American Academy of Estate Planning Attorneys, Inc, Academy Life and Health, Inc, and American Academy Group, Inc. He also owns rental real estate property.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Brokers Financial
1st Global Advisors INC
State Registrations1 state
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