Integrated Advisors Network provides investment management and financial planning services through its network of advisor representatives. Integrated serves as a fiduciary, prioritizing client interests. Services include investment management, financial planning, and educational seminars. Some advisor representatives operate under their own business names (DBAs), but are supervised by Integrated. Clients should understand the separate nature of these DBAs and their potential offerings of other financial products.
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.