Charles Hensley Bruce Woodward

Integrated Advisors Network LLC

44 Years of Experience

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Firm Information

Integrated Advisors Network LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Sausalito, CA

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Regulatory History (4)

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.

Employment Separation After Allegations

May 2017

Customer Dispute

October 2009

Settled

Employment Separation After Allegations

December 2008

Customer Dispute

November 1999

Settled

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Other Business Activities

Charles owns rental properties in Phoenix and Baja Mexico. He also serves on the board of directors for the San Francisco Maritime National Park Assn and the Olympic Club Foundation, and works full-time as an Investment Adviser Representative for San Francisco Sentry Investment Group.