Michael Ferrer
Michael Ferrer is a registered investment advisor at Integrity Advisory Solutions, based in Littleton, CO, with 21 years of industry experience. Michael 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
Littleton, CO
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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
Michael is the Vice President - National Sales Director for Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services, dedicating full-time hours to this role. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Capital, LLC
Integrity Capital, LLCBroker
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Investment Management, LLC
Macquarie Investment Management Business Trust
Delaware Distributors, L.P.Broker
Waddell & Reed
Ivy Distributors, INC.Broker
Waddell & ReedBroker
Oppenheimerfunds Distributor, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations51 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.