AK
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
Kirkland, WA
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Integrated Advisors Network LLC
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
Katz Family Financial Advisors, LLC
November 2017 - August 2019 · 1 yr 9 mos
State Registrations3 states
CATXWA
Advisor
Exams
No exam information available for this advisor.