Integrated Planning Strategies is a registered investment advisor located in Oklahoma City, Oklahoma, founded and operated by Christopher L. Matteson. The firm offers personalized investment management services for individual clients and retirement plans, focusing on creating tailored portfolios rather than using predetermined asset allocation models. Integrated Planning Strategies emphasizes building close relationships with a small client base to better understand their goals and financial situations. The investment approach incorporates fundamental and technical analysis, utilizing individual stocks, exchange-traded funds, mutual funds, and bonds. Clients meet quarterly with Integrated Planning Strategies to review portfolio performance, discuss market conditions, and address broader financial affairs. The firm operates on a fee-only basis, meaning they do not sell financial products or receive commissions from product sales, ensuring their advice remains objective. Additionally, the firm assists with life and health insurance solutions through third-party brokers when appropriate for a client's overall financial picture.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
The first $500,000 incurs a flat $400 base fee plus 0.75% per year. Accounts under $26,000 may be charged a negotiated fixed fee up to 2.25% of assets per year.