Janet Galloway is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Asheville, NC, with 11 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
257 Haywood Rd., 2nd Floor, Unit 201, Asheville, NC, 28806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Janet is the owner of B&B Strategic Management, a DBA related to her advisory business, and a partner at Harnet, LLC, a rental management company. She also works as a part-time instructor for Kaplan, a lead educator for the Federal Benefits Information Center, a contractor for 5280 Associates, a group leader for Second Saturday, and president of Kiawania.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
SA Stone Investment Advisors INC.
Synergy Investment Group, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stewart Advisory Services, LLC
State Registrations4 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.