Integrated Benefits, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,291,369
Total clients
150
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
75
Average account size
$675,276
About
Integrated Benefits, Incorporated is a two-advisor SEC-registered firm managing roughly $101 million in client assets that serves high-net-worth individuals, families, trusts, estates and businesses. It provides discretionary investment management, separate financial planning engagements, and ongoing retirement-plan consulting.
The firm generally pursues a fundamental, long-term oriented investment approach, constructing customized portfolios from mutual funds, ETFs, individual equities and fixed-income securities while retaining legacy holdings when appropriate for tax or portfolio-fit reasons. Integrated Benefits works with clients through ongoing personal contact, annual reviews, and implementation of agreed-upon investment strategies with the ability for clients to place reasonable restrictions on holdings.
Noteworthy distinctions include the firm’s affiliation with insurance activities: its advisory representatives may recommend and sell commissionable insurance products, a potential conflict the brochure discloses alongside the firm’s stated fiduciary obligations. The firm also maintains an institutional relationship with Charles Schwab that provides technology and research support and offers ERISA-aware retirement plan consulting, features that are less common among similarly sized peers.
Client services
Expertise
Fee options
Fixed and recurring fees ranging from $500 to $10,000
$0+: Up to 1.00% annually for discretionary clients $0+: Up to 1.25% annually for non-discretionary clients
Up to $350 per hour
Recurring fees for financial planning engagements that automatically renew each year
Main office location
Integrated Benefits, Incorporated
Grand Junction CO, United States
Number of offices
2
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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