Integrated Advisors Network LLC
Assets Under Management
$4.6B
Number of Clients
7,433
Number of Advisors
84
Average Client AUM
$617K
AUM per Advisor
$54.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrated Advisors Network, LLC provides investment management and financial planning services through its network of Advisor Representatives. Services include ERISA retirement plan services, managed account solutions, hourly consulting, and educational seminars. They emphasize personal client contact and tailor advice to individual financial situations.
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
Location
8117 Preston Rd, Suite 300, Dallas, TX, 75225