Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated is a fee-only firm. Fees are based on a percentage of assets under management, hourly charges, fixed fees, or performance fees, depending on the service selected. Final advisory fee structures are documented within the client’s written agreement.
Areas of Practice
Advisor Information
Office location
8117 Preston Rd, Suite 300, Dallas, TX, 75225
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a trustee for the Cramer Irrevocable Trust since 2009. He is also the CEO of Vineyard Global Advisors, LLC, dedicating full-time hours to business and marketing development, and a member of Comodo, LLC. Additionally, he serves on the financial committee for Fairbanks Rancho Association (HOA) and is an advisor/managing partner for Vineyard Wealth Advisors.