Integra Global Advisors LLC
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Learn more about Integra Global Advisors LLC
Integra Global Advisors LLC operates as a financial advisory company based in Stamford, Connecticut. It oversees $400.2 million in assets across 25 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Integra Global Advisors LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like equities, bonds and options.
Integra Global Advisors LLC administers more than half of its client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing the customer's approval. It also manages seven non-discretionary accounts totaling $231.3 million in assets. Integra Global Advisors LLC's average account size is $16.0 million. The typical advisor at Integra Global Advisors LLC oversees around six client accounts, placing it among the more personalized advisor firms in the country.
Integra Global Advisors LLC's main office is located at 281 Tresser Boulevard - Suite 401, Stamford, Connecticut 6901. The company is legally allowed to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Integra Global Advisors LLC by the Numbers
Products and Services
Integra Global Advisors LLC provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the last financial year, Integra Global Advisors LLC provided 11-25 of its accounts with financial planning services. The firm is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by the company can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Integra Global Advisors LLC.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm manages money for a number of different clients. Integra Global Advisors LLC works with high net worth investors, investment companies, pooled investment vehicles, pension plans and charitable organizations. Out of its 25 customers, Integra Global Advisors LLC's biggest client type is high net worth investors, but it also serves 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 72%
- Other Individuals - 0%
- Corporations - 24%
- Charitable Organizations - 4%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Integra Global Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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