Elizabeth Neyens is a registered investment advisor at Integrity Advisory Solutions, based in Oakdale, MN, with 1 years of industry experience. Elizabeth 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
600 Inwood Ave. N, Suite 150, Oakdale, MN, 55128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is an Investment Advisor Representative at American Academy Wealth, dedicating about half of her time to providing investment advice. She also owns Neyens Law PLLC, an estate planning law firm, taking nearly full-time hours, and Seabird Properties LLC, where she spends minimal time searching for investment properties.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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