CL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B
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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
8117 Preston Rd, Suite 300, Dallas, TX, 75225
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2010Final
Employment History
Current Registrations
Integrated Advisors Network LLC
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Dba Jc Investment Management
March 2006 - January 2022 · 15 yrs 10 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.