Integrated Advisors offers financial planning and investment management services. They use a process called TimeLine Integrated Portfolio (TIP) to make asset allocation decisions based on a client's financial data and anticipated lifetime events. They provide non-discretionary investment advice, meaning clients make all final investment decisions. Financial planning services are offered either with investment management or as a stand-alone project.
Assets Under Management$49M
Clients82
Advisors1
Avg. per Client$600K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.00% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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