Bridget Mackay is a registered investment advisor at Integrity Advisory Solutions, based in Petaluma, CA, with 4 years of industry experience. Bridget 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
422 Petaluma Blvd N, Petaluma, CA, 94952
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bridget is an investment advisor representative (IAR) for American Academy Wealth and Clock Tower Wealth Management, spending about 10-20% of her time onboarding clients and managing investments. She also works full-time as an attorney/owner at Mackay Dressler Law Firm, focusing on estate planning and elder law.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Clock Tower Wealth Management, INC.
State Registrations1 state
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