Carrie Masure
Carrie Masure is a registered investment advisor at Integrity Advisory Solutions, based in Gilbert, AZ, with 3 years of industry experience. Carrie 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
1090 S Gilbert Rd, #213, Gilbert, AZ, 85296
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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
Carrie operates Sure Fire Financial LLC as a DBA for her investment business, focusing on retirement and financial planning, dedicating about a quarter of her time. She also works as an insurance broker for Key Retirement Solutions and American Senior Benefits, spending about 10-20% of her time on each, educating and guiding people through retirement planning and offering insurance product recommendations.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Gradient Advisors, LLC
State Registrations2 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.