Integral Health Asset Management, LLC

CRD#301987
Investment Advisor Firm

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Learn more about Integral Health Asset Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Integral Health Asset Management, LLC is a financial advisory company based in New York, New York. The company oversees $656.1 million in assets over 10 accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). Integral Health Asset Management, LLC has a small group, including 6 financial advisors. Integral Health Asset Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.

    Integral Health Asset Management, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without needing client approval. The advisory firm oversees an average of $65.6 million for every client account. The average advisor at Integral Health Asset Management, LLC administers around two client accounts, making it one of the most individualized financial advisor firms in the country.

    The firm's headquarters is located at 437 Madison Ave., 19Th Floor, New York, New York 10022.

    Assets Under Management

    $656.1 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    437 Madison Ave., 19Th Floor
    New York, NY 10022

    Integral Health Asset Management, LLC by the Numbers

    Total Assets Under Management

    $656.1 million

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    10

    National Average: 375,227
    Average Account Size

    $65.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services largely depend on the type of services provided. However, fees billed by Integral Health Asset Management, LLC most likely include any combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show 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

      Performance-based

      Show Explanation

      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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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

      Commissions

      Show Explanation

      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

      Subscription

      Show Explanation

      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

      Show Explanation

      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

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    Integral Health Asset Management, LLC caters to pooled investment vehicles and other investment advisers. Out of its 10 clients, Integral Health Asset Management, LLC's biggest client group by number of accounts is pooled investment vehicles. Around 88% of its customers reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * 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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    Disclosures

    Integral Health Asset Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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