Ethan Tran is a registered investment advisor at Integrated Investment Strategies,inc., based in Carmel, IN. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 103 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Investment Strategies (IIS) offers two investment management packages:
Integrated Package: Fees are based on a percentage of your portfolio's value.
- $0 to $250,000: 2.50% per year
- $250,001 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $2,000,000: 1.00% per year
- $2,000,001 to $4,000,000: 0.50% per year
- Over $4,000,001: 0.25% per year
Investment Package:
- New Client Account Setup Fee: $750
- Under $500,000: 0.50% per year
- $500,000 to $1,000,000: 0.40% per year
- Over $1,000,000: 0.35% per year
Discounts and group rates may be available.
Location
600 E Carmel Drive, Suite 110, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrated Investment Strategies,inc.
State Registrations1 state
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