Integrated Financial Strategies, LLC

Overview

Integrated Financial Strategies, LLC is a privately owned limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm is SEC-registered (since 2015) and describes its client base as individual and family investors. Fee arrangements are mixed: the adviser charges based on a percentage of assets under management and also uses hourly fees, fixed fees and performance-based fees. Integrated Financial Strategies reports it is not an active ESG investor and does not identify itself as a multi-state adviser. The firm’s advisory activities focus on comprehensive financial planning and discretionary portfolio management for private clients. Industry affiliations noted include broker-dealer relationships and other investment-adviser linkages; the firm does not position itself as a capital allocator.

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