Integrated Advisors Network is a registered investment advisor that provides portfolio management, retirement planning, financial planning, and consulting services. The firm operates through a network of independent investment professionals and DBA entities across the country. Integrated Advisors Network offers customized investment strategies, asset allocation, and ongoing supervision of client portfolios. Services include discretionary and non-discretionary investment management, ERISA retirement plan services, access to third-party managers through managed account programs, and comprehensive financial planning. The firm emphasizes personalized service, tailoring portfolios to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.