Integrated Asset Management offers investment advice and financial planning to individuals, high net worth individuals, and retirement plans. As a client, you can choose to have Integrated Asset Management manage your investments with or without their direct involvement in each trade. They also offer financial planning and consulting services on a separate fee basis, covering retirement, insurance, and college funding. They can also help retirement plan sponsors select and monitor investment options for their plans and provide participant education.
Assets Under Management$28M
Clients41
Advisors1
Avg. per Client$680K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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