Daniel Carney is a registered investment advisor at Integrity Investment Advisors, LLC, based in Lansdale, PA, with 4 years of industry experience. Daniel 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.
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Learn about disclosures →Employment History
Current Registrations
Integrity Investment Advisors, LLC
State Registrations1 state
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