Advisor at Integrated Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Asset Management, Inc.
Location
Belmar, NJ
Credentials
CFP®, Series 63
Industry experience
21 years
Howard Shemitz is a CFP® professional with 21 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. The firm provides discretionary and non-discretionary investment advisory services and standalone financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. Integrated Asset Management employs a range of strategies including long-term, short-term, and trading approaches, and offers pension consulting and participant education as part of its services.
Based on Integrated Asset Management, Inc.
Based on Integrated Asset Management, Inc.
Financial planning and consulting fees generally range from $500 to $10,000 on a fixed fee basis.
$0 - $250,000: 1.25% $250,001 - $750,000: 1.00% $750,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Account minimum: $75,000 Fee-only: Investment advisory fees between 0.50% and 1.25% annually based on asset tiers; financial planning fees negotiable, generally $500 to $10,000 fixed fee; retirement consulting fees negotiable fixed fees.
Belmar, NJ
New Jersey
Integrated Assets Management, Inc.
1991 - Present (35 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.
Series 63, Series 65
Toms River, NJ
Asset Management Services Group, Inc.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
CFP®
Neptune, NJ
Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
Series 63, Series 65
Red Bank, NJ
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Series 65
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Series 66
Little Silver, NJ
Adaero Capital Management, LLC
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