Michael Norris is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
4514 Cole Ave, Suite 600, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner at Capital City Financial Partners since 2018, with duties aligned with his advisory business. He also serves as Treasurer for Beulah Baptist Church, dedicating minimal time to running reports, advising on expenses, managing cash holdings, and other financial tasks.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Hayden Royal
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.