Integrated Advisors Network LLC
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Learn more about Integrated Advisors Network LLC
Integrated Advisors Network LLC is a financial advisor company based in Dallas, Texas. It controls $3.6 billion in assets under management over 11,258 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). Integrated Advisors Network LLC has an average-sized group, including 76 financial advisors. Integrated Advisors Network LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, stocks and options.
Integrated Advisors Network LLC administers the majority of its accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek the customer's authorization. The company also administers 879 non-discretionary accounts with a total of $278.5 million in AUM. The investment advisory firm's average account size is $315,644. The typical financial advisor at Integrated Advisors Network LLC administers around 148 client accounts.
The firm's central office is located at 8117 Preston Rd, Dallas, Texas 75225. The company is allowed to provide services to investors throughout 36 U.S. states and territories.
Assets Under Management
Number of Advisors
Integrated Advisors Network LLC by the Numbers
Products and Services
Integrated Advisors Network LLC provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the last financial year, the company provided financial planning services to 51-100 of its accounts. Integrated Advisors Network LLC does not sell products or offer services other than investment advice to its investment advisory customers. The firm also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, accountant or accounting firm, lawyer or law firm and insurance company or agency.
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.
Find a firm that offers this service
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.
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
Offered by 6% of firms
This is the hosting of seminars or workshops to educate investors on financial concepts.
Financial management fees typically depend on which services the firm provides the client. However, fee types charged by Integrated Advisors Network LLC most likely are comprised of some blend of the following fee structures: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
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 21% of firms
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.
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.
Offered by 32% of firms
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 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 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
Integrated Advisors Network LLC works with a number of different investors. Integrated Advisors Network LLC caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 11,258 accounts, Integrated Advisors Network LLC's biggest client type by number of accounts is retail investors, but it also serves 521 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 4.63%
- Other Individuals - 93.54%
- Corporations - 1.47%
- Charitable Organizations - 0.36%
* 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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Integrated Advisors Network LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Integrated Advisors Network LLC
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