Rhys Cooper is a CFP-designated registered investment advisor at Integrity Advisory Solutions, based in Federal Way, WA, with 7 years of industry experience. Rhys operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
32001 32nd Ave South, Suite 235, Federal Way, WA, 98001
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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 Activities
Rhys works as an Investment Advisor Representative for Silverleaf Wealth Management, acting as a DBA for securities. This role occupies his full-time work schedule.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Jarvis Financial
Shilanski & Associates, INC.
Financial Insights
State Registrations3 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.
Exams
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