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Integra Capital Advisors Review

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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
Facebook Visit Profile
Twitter integracapadv
LinkedIn 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.



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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").


View Fee Disclosures




FAQs





Other Firms


The Pacific Group, THE Linkous Group, Eden Prairie Capital Management AND Consulting, Ellis Wealth Advisors




This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2021*. For data support, email "support@investor.com". Views: 520 (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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