Maritess Bott is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 8 years of industry experience. Maritess 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
1445 Ross Ave Fl 55, Dallas, TX, 75202
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 Activities
Maritess is the President & Attorney at Bott & Associates, LTD, providing estate planning and legal services, dedicating significantly more than full-time hours. She is also President of Bott Wealth Management, offering asset management services, and an IAR at American Academy Wealth, but spends no time on this. Finally, Maritess is Of Counsel at Golan Christie Taglia, referring legal clients and spending minimal time on this.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Abundance Financial Coaching, LLC
State Registrations2 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.