Integrated Financial Coaching and Planning provides financial planning and investment management services to individuals and families. Integrated customizes services to each client's financial situation, goals, and objectives. Integrated offers regularly scheduled meetings, email, and phone consultations. Integrated has discretionary authority to manage client investments, primarily using no-load mutual funds and exchange-traded funds.
Assets Under Management$11M
Clients18
Advisors1
Avg. per Client$590K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Integrated Financial Coaching and Planning's Comprehensive Advisory Services include investment management. The annual fee is a fixed dollar amount based on your investable assets. For clients with less than $300,000 in investable assets, the firm acknowledges that its fees may be higher than other options.
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