IF
IF

Ira Feldman

7 Years of Experience
Lansdale, PA

Ira Feldman is a registered investment advisor at Integrity Investment Advisors, LLC, based in Lansdale, PA, with 7 years of industry experience. Ira 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
184 clients
Average Client Portfolio
$312K average
Assets Under Management
$57.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 E Main Street, Lansdale, PA, 19446

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ira is a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC since 1990. Ira spends the majority of his time dedicated to this activity.

Employment History
Current Registrations
Integrity Investment Advisors, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Bush Levin Tecosky Zinman Financial Services LLC.
May 2003 - October 2006 · 3 yrs 5 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.