Integrated Investment Strategies manages investment portfolios and provides personalized financial planning for individuals, trusts, estates, charitable organizations, and small businesses. The firm offers three main service options: the Integrated Package, the Investment Package, and standalone financial planning. Services include strategic asset allocation, retirement planning, tax strategies, estate planning coordination, cash flow management, insurance reviews, and education funding. Integrated Investment Strategies uses passively managed institutional and retail mutual funds to build globally diversified portfolios tailored to each client's specific goals and risk tolerance. The firm operates on a fee-only basis, does not sell commissioned products, and acts in a legally required best-interest capacity for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Rates reflect the Integrated Package schedule. The firm also offers an Investment Package with lower AUM percentages (0.35% to 0.50%) combined with separate setup and planning fees. Discounts and group rates may be available.