Daniel Lubs is a CFP-designated registered investment advisor at Integrated Investment Strategies,inc., based in Carmel, IN, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 156 clients with $100M 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 $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Rates reflect the Integrated Package schedule. The firm also offers an Investment Package with lower AUM percentages (0.35% to 0.50%) combined with separate setup and planning fees. Discounts and group rates may be available.
Fee Estimator
Location
600 E Carmel Drive, Carmel, IN, 46032
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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
Daniel works as an engineering and operations consultant for DAL Corp Services, dedicating about 10-20% of his time. He also serves as a technical advisor for Carnot Compression Inc. and as a board member for Integrated Investment Strategies, Inc., spending minimal time on each.
Employment History
Current Registrations
Integrated Investment Strategies,inc.
Previous Registrations
Integrated Investment Strategies,inc.
Allstate Financial Services, LLCBroker
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.
Exams
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