Integrated Retirement Advisors, LLC offers financial planning and asset management services. Financial planning covers retirement income strategies, Social Security timing, investment strategies, tax planning, and estate planning. Asset management services are offered on both a discretionary and non-discretionary basis, tailored to individual client goals and risk tolerance. The firm primarily serves affluent and high-net-worth individuals and families.
Assets Under Management$17M
Clients21
Advisors1
Avg. per Client$810K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...