Integrated provides investment management and consulting services. They manage investment portfolios and offer wealth management services, including investment management consulting. Integrated allocates client assets among mutual funds, exchange-traded funds, individual securities, alternative investments, and independent investment managers. They tailor their services to meet individual client needs and objectives, consulting with clients to assess their risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$770M
Clients224
Advisors10
Avg. per Client$3.5M
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Integrated may negotiate a separate rate for asset management services provided with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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