Miranda Pringle-Dressler
Miranda Pringle-Dressler is a registered investment advisor at Integrity Advisory Solutions, based in Petaluma, CA, with 2 years of industry experience. Miranda 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 (1)
Regulatory
July 2013Other Business Activities
Miranda is an Investment Advisor Representative (IAR) for American Academy Wealth and Clock Tower Wealth Management, spending a few hours per week managing investments and meeting with clients. She also works nearly full-time as an attorney/partner at Mackay Dressler Law Firm, focusing on estate planning, and dedicates minimal time to other organizations like the American Academy of Estate Planning Attorneys, Village Network of Petaluma, and the Petaluma Chamber of Commerce.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Clock Tower Wealth Management, INC.
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.