Todd Moerman is a registered investment advisor at Integrity Investment Advisors, based in Fort Collins, CO, with 15 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Investment Advisors charges an annual fee based on a percentage of your portfolio, billed quarterly. The fee ranges from 0.3% to 1.25% of your portfolio, subject to a minimum fee. There are different minimum fees depending on the service level: $7,000/year for Core Wealth and $20,000/year for Private Wealth. If Integrity Investment Advisors uses a sub-advisor, Focus Partners, you will not pay any additional fees to them. For assets held away at another institution, Integrity Investment Advisors may charge a percentage-based fee if they have continuous access to data, or a fixed annual fee between $1,000 and $10,000 if they do not.
Location
Fort Collins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a 50% owner of 365 Tax Strategies, LLC, a tax preparation service, since December 2023. He spends minimal time on ownership and management duties during securities trading hours.
Employment History
Current Registrations
Integrity Investment Advisors
State Registrations2 states
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