Integrated Financial Strategies provides ongoing investment advice based on your individual needs. They create a personalized investment policy and manage a portfolio based on your goals, risk tolerance, and time horizon. They manage accounts on a non-discretionary basis, meaning they need your approval before making trades. They may also refer clients to unaffiliated third-party money managers.
Assets Under Management$72M
Clients15
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable. The total annual advisory fee for referrals to third-party managers will not exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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