Integrated Benefits, Incorporated's Form ADV discloses 1.00% on the first $500,000, 0.85% on the next $1 million, 0.70% on the next $1 million, 0.55% on the next $2.5 million, and 0.40% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #112518), Integrated Benefits, Incorporated is subject to fiduciary duty under federal law.
Integrated Benefits, Incorporated serves 21 high-net-worth clients according to their SEC filing dated September 16, 2025. View client details ↓
According to their SEC Form ADV, Integrated Benefits, Incorporated offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Integrated Benefits, Incorporated manages $101 million in client assets according to their SEC filing dated September 16, 2025.
According to their SEC Form ADV, Integrated Benefits, Incorporated serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓