Robert Smith
Robert Smith is a registered investment advisor at Integrated Financial Solutions, PLLC, based in Mesa, AZ, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 289 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFS offers investment management services for an annual fee of up to 2% of the assets managed. This fee may be negotiable. Fees are billed monthly or quarterly in advance. Clients can terminate the agreement with 30 days' written notice, and unearned fees will be refunded.
Location
7115 E. Baseline Rd. Ste. 110, Mesa, AZ, 85209
Get directionsHistory
Regulatory History (5)
Financial
February 2019Criminal
August 2017Employment Separation After Allegations
August 2011Customer Dispute
April 2011Criminal
May 1997Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including fundraising for the Children in Need Foundation, owning Silvertree Special Needs Planning and Silvertree Financial LLC, owning rental property, working as an independent insurance agent, directing the Special Needs Education and Advocacy Project, and serving as President of the Board of Directors for Academic Opportunity of Arizona. Robert dedicates a full-time amount of time to both Silvertree Special Needs Planning and working as an independent insurance agent.
Employment History
Current Registrations
Integrated Financial Solutions, PLLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.