Advisor at Integrative Financial Strategies
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Firm
Integrative Financial Strategies
Location
Vacaville, CA
Credentials
Series 66
Industry experience
24 years
Amir Habib is the owner and sole advisor at Integrative Financial Strategies in Vacaville, CA, with 24 years of industry experience and a Series 66 designation. He has operated his independent firm since 2010 and also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a structured asset-class investing framework with a focus on strategic asset allocation, long-term buy-and-hold strategies, and regular portfolio reviews, managing approximately $14.5 million in assets.
Based on Integrative Financial Strategies
Fixed fees for comprehensive written financial plans ranging from $2,000 to $10,000
$0 - $149,999: 1.50% or $1,500 whichever is higher $150,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000+: 0.70%
Commissions from insurance products and other financial products sold; fees from 401k and retirement plan services generally ranging from 0.25% to 40% of plan assets or fixed fees
Minimum fee: $1,500 minimum annual fee Fee-only: Fixed fees for financial plans ranging from $2,000 to $10,000
Vacaville, CA
California
Integrative Financial Strategies
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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