Avery Hasenauer
Avery Hasenauer is a CFP-designated registered investment advisor at Integrated Investment Consultants, LLC, based in Bloomfield Hills, MI, with 10 years of industry experience. Avery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 224 clients with $770M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Integrated may negotiate a separate rate for asset management services provided with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Integrated Investment Consultants, LLC
Previous Registrations
Rehmann Financial
Rehmann Financial Network, LLCBroker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Spc
Sigma Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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