Integras Partners, LLC logo

Integras Partners, LLC

Updated today

Client assets under management

$244,470,110

Clients

187

43% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

62

Typical

Average account size

$1,307,327

About

Integras Partners provides discretionary portfolio management, financial planning and retirement plan consulting to individuals (both high‑net‑worth and non‑HNW), employee benefit plans and charitable organizations. The firm manages roughly $245 million in client assets for about 187 clients through a small advisory team and uses firm agreements to grant discretionary trading authority.

The firm typically implements investor-specific investment plans using firm‑developed model portfolios and a mix of fundamental, technical, charting and cyclical analysis informed by third‑party research. Integras invests across a broad set of instruments — including equities, fixed income, mutual funds, ETFs, REITs, structured products, private placements and options — and states that it engages in option‑writing and other derivative strategies within managed accounts.

Notably, Integras discloses the use of derivatives (including options and derivative‑based exposures) in separately managed accounts, a practice the firm identifies and that is relatively uncommon among its supported peers. The brochure also highlights the firm’s retirement‑plan consulting and educational services and discloses that some advisory personnel are licensed insurance agents who may receive commissions, a compensation arrangement the firm documents and addresses in its policies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%

Commissions

Certain persons licensed as insurance agents earn separate commission-based compensation for selling insurance products

Other

Account minimum: $5,000 minimum annual fee regardless of assets under management (may be waived at discretion) Minimum fee: $5,000 minimum annual fee regardless of assets under management, may be waived at discretion

Main office location

Integras Partners, LLC

3180 North Point Parkway, Suite 102

Alpharetta GA 30005, United States

Number of offices

3

Most active in

Florida · Georgia · Massachusetts · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Albert B

CFP®, Series 63, Series 66

Alpharetta, GA

Integras Partners, LLC

Albert Browning is a CFP® with 21 years of industry experience, currently serving as an advisor at Integras Partners, LLC since 2014. He holds Series 63 and Series 66 licenses and has involvement as a managing member in a commercial real estate venture. Integras Partners serves individual investors, retirement plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment strategies, including derivatives and option techniques, to tailor portfolios according to clients’ goals and risk tolerance.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
user avatar

Keith J

Series 63, Series 65

Alpharetta, GA

Integras Partners, LLC

Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
user avatar

Michal Erin F

CFA®, Series 66

Alpharetta, GA

Integras Partners, LLC

Michal Erin Frushell is a CFA® charterholder with 10 years of industry experience. She is currently affiliated with Integras Partners, LLC and has prior experience at Ladenburg Thalmann & Co. Inc., Securities America, Inc., Securities America Advisors, and FSC Securities. In addition to her advisory role, she is also licensed as an insurance agent. Integras Partners serves individual investors, retirement plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, incorporating derivatives and option strategies in its portfolios, which distinguishes it within its supported category.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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