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Integrated Financial Solutions, Inc.
Reston, Virginia
Integrated Financial Solutions, Inc. is a small investment advisory firm based out of Reston, VA with one office. With a team of one employee, they are dedicated to providing exceptional investment advisory services. Their average assets under management per investment advisor stand at approximately $129,030,000, which is considerably higher than the industry average, highlighting their expertise in managing substantial portfolios.
Their compensation structure is diverse, offering options such as a percentage of assets under management and fixed fees. Their extensive experience in managing employer 401Ks and individual investment...see more
Assets Under Mgmt
$129.03M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Integrated Financial Solutions, Inc.
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