John Potter
John Potter is a registered investment advisor at Integrity Advisory Solutions, based in Huntersville, NC, with 10 years of industry experience. John 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
11330 Vanstory Dr, Huntersville, NC, 28078
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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
John is an Investment Advisor Representative at American Academy Wealth and President/Owner of Potter Wealth Planning LLC, providing financial and investment advice. He also works as an attorney providing estate planning and elder law services, and is a life insurance agent, dedicating a few hours per week to assisting clients with life insurance policies.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Efficient Advisors
Matson Money, INC.
Strategic Planning Corporation
State Registrations1 state
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