Gustavo Gonzalez
Gustavo Gonzalez is a registered investment advisor at Integrated Financial Management, LLC, based in Boise, ID, with 20 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 154 clients with $61M 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 $400K | 0.95% |
| $400K - $600K | 0.80% |
| $600K - $800K | 0.70% |
| $800K - $1.0M | 0.50% |
| $1.0M - $1.2M | 0.30% |
| $1.2M+ | 0.10% |
INFINMAN receives its standard fee on top of the fee paid to Envestnet. Envestnet's fees range from 0.08% to 0.89%. The total fees charged to the client for both INFINMAN and Envestnet will not exceed 1.84% of the value of your portfolio. Fees are only negotiable for Gus Gonzalez’s family members.
Fee Estimator
Location
9470 W. Fairview Ave., Boise, ID, 83704
Get directionsHistory
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
Gustavo is an agent for Pinnacle Benefit Consultants, LLC, a notary providing attorney/paralegal/notary services, and an insurance agent selling life, long-term care, and disability insurance. He also serves as a board member for the Idaho Inferno Soccer Club, dedicating minimal time to notary services and a few hours per week to the soccer club.
Employment History
Current Registrations
Integrated Financial Management, LLC
Previous Registrations
Capital Asset Management, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
World Group Securities, INC.Broker
State Registrations5 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.