Amy Lazas is a registered investment advisor at Integrity Advisory Solutions, based in Columbia, MD. Amy 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
6990 Columbia Gateway Drive, Suite 250, Columbia, MD, 21046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is an Investment Adviser Representative for Seton Wealth Management, LLC and American Academy Wealth, spending minimal time on these roles. She also owns an estate planning law firm, Providence Law Group, LLC, where she works nearly full-time as an attorney and owner.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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