Evan Finkel is a registered investment advisor at Integra Global Advisors LLC, based in Stamford, CT, with 5 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 102 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integra Global Advisors charges an annual or monthly fee ranging from 0.10% to 1.50% of your portfolio's net assets or committed capital to external private funds. The fee is determined through negotiation based on the size of your account and the services provided. In some cases, Integra Global Advisors may forgo a portion of the asset-based fee in exchange for a performance-based fee, but the total compensation will not exceed 1.50% per year. These fees are negotiable.
Location
2 Stamford Plaza, 4th Floor, Stamford, CT, 06901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integra Global Advisors LLC
State Registrations1 state
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