Dena Soule
Dena Soule is a registered investment advisor at Integrated Investment Consultants, LLC, based in Bloomfield Hills, MI, with 16 years of industry experience. Dena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 224 clients with $770M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Integrated may negotiate a separate rate for asset management services provided with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrated Investment Consultants, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Comerica Securities
State Registrations1 state
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