Robert Steinmetz
Robert Steinmetz is a registered investment advisor at Integrity Advisory Solutions, based in Columbia, MO, with 4 years of industry experience. Robert 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
3806 Buttonwood Dr, Suite 102, Columbia, MO, 65201
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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
Robert operates JK Financial, LLC as a DBA for his insurance and securities business and is an insurance agent with Senior Benefit Services, where he discusses life and long-term care insurance, dedicating about 10-20% of his time. He also serves as a board member/treasurer for Access Arts, a non-profit, and co-owns BS Remote View, LLC, a rental property.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Wr Wealth Planners LLC
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.