Laine Miller is a registered investment advisor at Integrity Wealth Advisors, LLC, based in Ventura, CA, with 9 years of industry experience. Laine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 823 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M
Fee Structure
Planning is included in investment management (also available separately)
Integrity Wealth Advisors offers two investment management options:
- Asset Management: The maximum annual fee is 1.50% of your portfolio.
- Comprehensive Portfolio Management: Fees can be a percentage of your portfolio (up to 1.75% annually) or hourly (up to $350/hour). This includes financial planning or consulting services.
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Location
196 S. Fir St., Suite 140, Ventura, CA, 93001
Get directionsHistory
Regulatory History (1)
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Criminal
July 2014Final Disposition
Employment History
Current Registrations
Integrity Wealth Advisors, LLC
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2016 - August 2018 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
May 2016 - August 2018 · 2 yrs 3 mos
State Registrations1 state
CA
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.