Anastasios Konstantin is a registered investment advisor at Integrity Advisory Solutions, based in Campbell, CA. Anastasios 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
3425 S Bascom Ave, #240, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anastasios owns a residential apartment complex rental, dedicating minimal time to it. He also works as an estate planning attorney full-time and has two DBAs for his securities business, spending a few hours per week on each.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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