Andrew Smith is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1445 Ross Ave Fl 55, Dallas, TX, 75202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a partner/attorney at Kulas & Crawford, an estate planning law firm, dedicating nearly full-time hours. He is also involved with American Academy Wealth, American Academy of Estate Planning Attorneys, Trusted Attorney Advisors, PLLC, and Treasure Coast Brewmasters, Inc, but spends no or minimal time on these activities.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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