Sean Ruggiero is a registered investment advisor at Integrity Advisory Solutions, based in Coeur d'Alene, ID, with 6 years of industry experience. Sean 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
Coeur d'Alene, ID
Get directionsHistory
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
Sean is the founder of Safe Money Start, an educational non-profit, and owns Ruggiero Holdings, Covenant Holdings, SFTYS, and Next Level Cartridge Company. He dedicates minimal time to Safe Money Start and Covenant Holdings, and a few hours per week to Ruggiero Holdings, SFTYS, and Next Level Cartridge Company.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Gradient Advisors, LLC
Gradient Investments, LLC
Ruggiero Wealth Management
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.