Michael Koontz
Michael Koontz is a ChFC-designated registered investment advisor at Integrity Financial Advisors, LLC, based in Forest, VA, with 50 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
Forest, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells Teladoc telemedicine services in conjunction with health care insurance, dedicating a few hours per week. He also works as an IAR through Integrity Financial Advisors, LLC, spending a few hours per week on this.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Prosperity Wealth Management, INC.
Prosperity Wealth Management, INC.
Keystone Capital Corporation
Fortune Financial Services, INC.Broker
Kcd Financial, INC.
Kcd Financial, INC.Broker
Park Avenue Securities LLCBroker
Hornor, Townsend & Kent, INC.Broker
Guardian Investor Services CorporationBroker
Bnl Securities INC.Broker
Focus Securities, INC.Broker
Guardian Investor Services CorporationBroker
Home Life Equity Sales CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.