Integrated Retirement Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,293,994
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$1,332,064
About
The firm provides investment supervisory services and financial planning primarily to individual clients and their families, including high-net-worth individuals and trusts, and also accepts pension and profit-sharing plan clients as well as certain institutional entities. Services include discretionary portfolio management, personalized investment policy statements, ongoing portfolio monitoring, insurance review, and assistance implementing personal finance tools.
Investment decisions are guided by a combination of fundamental and technical analysis and an emphasis on multi-year holding periods (12+ months), with portfolios tailored to each client’s goals, time horizon, and documented risk tolerance. The advisor generally manages assets on a discretionary basis, performs quarterly reviews, and, when suitable, may employ rebalancing, income-focused strategies and selective use of short sales, margin, or options.
Distinctive aspects include the firm’s single-advisor structure supported by several decades of industry experience and professional planning credentials, along with prior growth-equity fund management experience that informs its investment work. Uncommon for a firm of this size, the advisor is licensed to act as a life and health insurance agent in multiple states and may sell insurance products (earning commission when appropriate), and the firm manages the large majority of its roughly $44 million in AUM on a discretionary basis for a relatively small client base.
Client services
Financial planning
Portfolio management
Expertise
Life insurance needs analysis
Income planning
Cash flow / budgeting
Retirement income strategy
Fee options
Fixed fee for financial plans $2,000 (negotiable)
$0 - $2,000,000: 1.00% annually $2,000,000+: Negotiable
Insurance sales commissions earned by advisor acting as insurance agent
$250/hour for financial planning services beyond initial plan (negotiable)
Fee-only: Financial planning fixed fee $2,000 (negotiable); hourly fee $250/hour (negotiable)
Main office location
Integrated Retirement Strategies
Oregon City OR, United States
Number of offices
1
Most active in
Integrated Retirement Strategies has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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