Pamela Rehart is a registered investment advisor at Integrity Capital Management, based in Kingsport, TN, with 21 years of industry experience. Pamela 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 349 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
For accounts above $5 million, the fee is negotiable. The fee to manage assets within a retirement plan may vary from the standard tiered schedule.
Fee Estimator
Location
444 Clinchfield St Ste 302, Kingsport, TN, 37660
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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 Activities
Pamela owns BRAC Properties, which is not investment related. This requires minimal time.
Employment History
Current Registrations
Integrity Capital Management
Previous Registrations
Gilbert Advanced Asset Management, INC.
Gilbert Advanced Asset Management, INC.
Linsco/private Ledger CORP.
State Registrations3 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.