Advisor at Integrity Wealth Advisors, LLC
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Firm
Integrity Wealth Advisors, LLC
Location
Ventura, CA 93001
Credentials
Series 66
Industry experience
9 years
Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.
Based on Integrity Wealth Advisors, LLC
Flat fees from $1,000 to $15,000 for Financial Planning; $1,500 for standard Estate Planning
$0+: Up to 1.50% annually for Asset Management service $0+: Up to 1.75% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on Plan assets
Up to $350/hour for Financial Planning, Consulting, Retirement Plan Consulting, and Estate Planning (complex cases)
Fee-only: Hourly rates up to $350/hour; Flat fees from $1,000 to $15,000 for Financial Planning; Flat fee $1,500 for standard Estate Planning (free if over $3 million AUM)
196 S. Fir St., Suite 140
Ventura, CA 93001
California
Integrity Wealth Advisors, LLC
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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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.
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Contemporary Planning Alternatives
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Harris Wealth Management
Series 63
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Plunkett, Richard J.
CFP®, Series 66
Ventura, CA
Maranantha Financial
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