Mark Zinman is a registered investment advisor at Integrity Investment Advisors, LLC, based in Lansdale, PA, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 184 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and any other unique factors that may exist.
Fee Estimator
Location
500 E Main Street, Lansdale, PA, 19446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is a partner in a rental partnership and president of a cellular telephone company. He also spends minimal time on retail sales and rentals of clothing, lease financing, and tax and accounting services.
Employment History
Current Registrations
Integrity Investment Advisors, LLC
Previous Registrations
Bush Levin Tecosky Zinman Financial Services LLC.
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.