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What is Integrated Advisors Network?

Integrated Advisor Network is a firm that:

  • aggregates individual or groups of advisers to provide independence of advisory practice in combination with economy of scale for mid and back office operations whereby Member Advisors pay a percentage of revenues fee. The percentage declines when it reaches breakpoints by growth revenues.

  • Member Advisors have the luxury of being able to focus solely on growing their practice, working with existing clients and their respective portfolio solutions.

  • is a federally registered investment adviser whereby our Member Advisers join as Investment Adviser Representatives BUT STILL get the advantages of having their own registered firm with the added advantages of the backing of over a Billion Dollar AUM advisory firm that delivers the greatest level of service possible in key areas like trading, compliance, technology, custodial and practice management.
     
 

Advisor Profile

This allows us to fully understand the business model and individual Advisor needs, how clients’ assets are managed, investment strategies, and the overall advisory practice make up to help determine their transition and implementation needs.

 

Business Profile

Together, we will talk through a detailed checklist to determine the broader needs of your business such as office space, staffing, HR and payroll services. Based on these discoveries, we will connect advisors with our Integrated Alliance Partners to fill those needs.
 

Technology Review

This allows us determine the existing technology infrastructure and implement a customized “turnkey” technology solution for your practice with in our secured, cloud based portal.

Compliance, Regulatory and Legal Review

Ensuring your practice is both legal and compliant, based on your individual business model is our top priority. Our Chief Compliance Officer will work with you to establish the proper documentation, including licensing and client agreements, and review any existing public communications/marketing materials for regulatory compliance. If additional legal assistance is needed, you may work with your own attorney or we will connect you with one of our strategic partners.

Marketing & Communications Review

Advisors receive a complimentary analysis of their existing marketing from website, social media profiles, and other sales collateral. We then follow-up with a personal consultation to share our finding and offer our recommendations. We can even help you assist you with any existing and ongoing support services that best fit your needs and budget.
 

75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
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