Integrated Financial Consulting

Retirement Planning Firm in Cold Spring, NY

Firm Info
Address: 365 NY-59 Suite 251, Airmont, NY 10952, USA
Phone: (845) 426-6300

Firm Size
Assets Under Management: $92.5 million
# of Advisors: 1
# of Clients: 221
Client to Advisor Ratio: 221:1
Average Account Size: $418,385
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Integrated Financial Consulting, LLC Overview

Integrated Financial Consulting, LLC is a registered investment advisory firm that offers investment advice only. The firm was founded in 2016, and it is headquartered in Airmont, NY. The mission of the firm is to provide its clients with personalized investment advice that is tailored to their specific needs and goals. One of the key features of Integrated Financial Consulting is its fee-only fee arrangement. This means that the firm does not receive commissions or compensation from third-party providers, which may create conflicts of interest. Instead, the firm charges a fee for its services, which is based on the assets under management. Integrated Financial Consulting provides a range of services to individuals and small businesses, including financial planning and portfolio management. The firm works with clients to determine their investment objectives and risk tolerance, and then creates a customized investment strategy that is designed to achieve those objectives. The firm's portfolio management services involve ongoing monitoring and rebalancing of the client's investments to ensure that they remain aligned with the client's goals.

Integrated Financial Consulting, LLC is a comprehensive financial advisory firm that serves a diverse range of clients. Whether it's individuals looking to grow and protect their wealth, or high net worth individuals that require a more specialized level of service, they have the expertise and resources necessary to meet their unique needs. They believe in providing customized solutions that are tailored to each client's specific goals and objectives. Their team of seasoned professionals is experienced in dealing with complex financial issues and is dedicated to helping clients make sound financial decisions that will benefit them in the long term. Integrated Financial Consulting, LLC has a variety of fee structures available depending on the service provided. For those seeking investment management services, they offer a percentage of AUM fee structure, which is calculated as a percentage of the assets under management. This fee structure aligns their interests with those of their clients, as their compensation is tied to the performance of the assets they manage. For other services, such as financial planning and consulting, they offer an hourly fee structure. This is ideal for clients who need occasional advice or guidance but do not require ongoing management. Finally, for clients who require more comprehensive financial planning, they offer fixed fees for specific services. This can include retirement planning, estate planning, or tax planning, among others. By providing multiple fee structures, Integrated Financial Consulting, LLC ensures that clients have flexibility in choosing the payment method that works best for them.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Integrated Financial Consulting, LLC does not mention anything about an investment minimum. Therefore, it is not possible to determine what the firm's investment minimum is from the note in their brochure. It is recommended to contact the firm directly to inquire about their investment minimums.

How This Office Can Help Cold Spring, NY Residents

Integrated Financial Consulting offers a range of services to clients in Cold Spring, NY, helping them navigate their financial situations. Many people in Cold Spring face challenges related to retirement planning, managing investments, and saving for their children's education. The team at Integrated Financial Consulting helps clients develop comprehensive financial plans that are tailored to their specific needs and goals. By working closely with each client, they are able to provide personalized advice and guidance that can help them achieve financial security and stability. Some clients in Cold Spring may also face more complex challenges, such as managing their assets in a way that minimizes their tax liability or navigating the complexities of estate planning. In these cases, Integrated Financial Consulting offers expert advice and guidance to help clients make the right decisions for their unique circumstances. Whether someone is just starting to plan for their financial future or is facing complex financial challenges, Integrated Financial Consulting is there to help them every step of the way.

To view the Minimum Investment and Fee Schedule for Integrated Financial Consulting, LLC, visit their Part 2 Brochure.

Services Offered by Integrated Financial Consulting, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Integrated Financial Consulting, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 365 NY-59 Suite 251, Airmont, NY 10952, USA
Phone (845) 426-6300
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Integrated Financial Consulting, LLC is registered to service clients in the following states:

  • New Jersey
  • New York

Disciplinary History

Integrated Financial Consulting, LLC does not have any disclosures. Please visit it's Form ADV for more details.