Integrated Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,176,531
Total clients
148
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
148
Average account size
$413,355
About
The firm provides advisory services to individuals and high‑net‑worth individuals, offering one‑time and ongoing financial planning with account aggregation, a client portal, and periodic reporting. Rather than acting as an in‑house portfolio manager for individual accounts, it delivers investment advice primarily through selection of third‑party managers on a managed‑account platform.
Investment implementation is carried out by recommending and monitoring third‑party money managers and model portfolios available on the platform, and the firm conducts due diligence and ongoing performance reviews of those managers. Recommended investments are generally limited to mutual funds, ETFs, fixed income, insurance products and select non‑U.S. securities, and the firm provides periodic reviews and client communications about portfolio performance and planning progress.
Distinctive features include the firm’s deliberate choice not to provide direct portfolio management for individuals—a less common model among independent advisers—which means it operates mainly as a selector and supervisor of third‑party managers under a fee‑sharing arrangement with the platform. The principal maintains separate, disclosed insurance sales activity and a federal‑benefits training business for government employees, and the firm uses AI‑assisted recording/transcription and CRM/document imaging tools to capture and retain client communications.
Client services
Expertise
Fee options
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%
Main office location
Integrated Financial Management, LLC
9470 W. Fairview Ave.
Boise ID 83704, United States
Number of offices
1
Most active in
Arizona · Colorado · Idaho · Montana · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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