Advisor at Integrated Financial Management, LLC
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Firm
Integrated Financial Management, LLC
Location
Boise, ID 83704
Credentials
Series 63, Series 65
Industry experience
20 years
Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.
Based on Integrated Financial Management, LLC
Based on Integrated Financial Management, LLC
Financial planning fixed fees range from $500 to $1,500 for initial plans; $500 per year for ongoing financial planning.
$0 - $400,000: 0.95% $400,001 - $600,000: 0.80% $600,001 - $800,000: 0.70% $800,001 - $1,000,000: 0.50% $1,000,001 - $1,200,000: 0.30% $1,200,001+: 0.10%
9470 W. Fairview Ave.
Boise, ID 83704
Arizona · Colorado · Idaho · Montana · Utah
Integrated Financial Management LLC
2020 - Present (6 years)
Capital Asset Management, LLC
2017 - 2020 (3 years)
First Allied Advisory Services, INC.
2012 - 2020 (8 years)
Pinnacle Benefit Consultants, LLC
2010 - Present (16 years)
Capital Asset Management, LLC
2010 - 2020 (10 years)
First Allied Securities, INC.
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Boise, ID
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