Integra Capital Advisors Review
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April 4th, 2021
Integra Capital Advisors, registered in 2015, serves 6 state(s) with a licensed staff of 6 advisors. Integra Capital Advisors manages $314.3 million and provides investment advisory services for 187 clients (1:32 advisor/client ratio).
Firm Information
| Summary | Firm |
| Overall Rating | |
| Minimum Investment | $500,000 |
| Average Client Balance | $1,680,898 |
| Total AUM | $314.3 million |
| Fee Range | 0.5% to 1.5% Depending on account balance and services provided. Please contact us for more details. |
| Advisor / Client Ratio | 1:32 |
| Languages Offered | English |
| Specialities | Wealth Management, Investment Management, Retirement Planning |
| Website | Visit Site |
| Phone Number | 941-778-1900 |
| Headquarters | Bradenton, FL |
| Locations | See locations |
| Visit Profile | |
| integracapadv | |
| Visit Profile | |
| SEC Filings | View SEC IAPD CRD #108976 |
Investment Philosophy
Integra Capital Advisors works with business owners, professionals, and families who desire our personal yet structured process for planning and investing that relieves them of the day-to-day worry of the financial markets with freedom to pursue what they value most and allows them to feel confident and reassured.
Disciplinary Questions
After checking the disciplinary records of Integra Capital Advisors, our system found no disciplinary questions to ask. Checks take place monthly.
Conflict Questions
After checking the regulatory records of Integra Capital Advisors, our system has identified the following question(s) to ask. Learn more.
Which securities does Integra Capital Advisors trade for itself that it will also be recommending to me?
Integra Capital Advisors has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.
Our system found no other conflict questions to ask. Checks take place monthly.
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Integra Capital Advisors:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").
FAQs
What services can Integra Capital Advisors provide?
As a financial advisory firm, Integra Capital Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Where is Integra Capital Advisors headquartered? Which states do its financial advisors serve?
Integra Capital Advisors is headquartered in Bradenton, FL. Integra Capital Advisors offers financial advisor services in 6 states: California, Florida, Louisiana, New York, Ohio, Texas.
What is the average client balance at Integra Capital Advisors?
While Integra Capital Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,680,898. In total, Integra Capital Advisors manages $314,327,980 in assets.
What is the historical performance of Integra Capital Advisors?
The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.
Can I write a review of Integra Capital Advisors or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
Other Firms
Focus Financial Advisors, Venitage, Onegroup Wealth Partners, O'Keefe Stevens Advisory
This automated report was generated using SEC and FINRA data and was last updated on April 4th, 2021*. For data support, email "support@investor.com". Views: 169 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
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