Anna Militello is a registered investment advisor at Integrated Advisors Network LLC, based in Ofallon, IL, with 5 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
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Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
650B Pierce Blvd, Ofallon, IL, 62269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrated Advisors Network LLC
State Registrations3 states
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