Lori Day
Lori Day is a registered investment advisor at Integrity Financial Advisors, LLC, based in Simi Valley, CA, with 11 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
Simi Valley, CA
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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
Lori owns Day Street Financial & Insurance, where she sells insurance, annuities, and Medicare Advantage plans, dedicating about half her time to this activity. She is also a managing member of Blue Ocean Capital Management, LLC, an investment adviser.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Blue Ocean Capital Management, LLC
Virtue Capital Management, LLC
Virtue Capital Management, LLC
Horter Investment Management, LLC
The Fidato Group LLC
State Registrations1 state
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.