Integrated Financial Strategies, LLC

Integrated Financial Strategies, LLC is a registered investment adviser based in Fort Lauderdale, Florida, established as a limited liability company under North Carolina law. The firm offers portfolio management services through a wrap-fee program, providing asset management and brokerage services for one inclusive fee. Clients grant discretionary authority to the firm for investment decisions. The wrap fee charged is tiered based on the account value, ranging from 1.15% to 1.75% annually. The fee covers money management fees, transaction costs, and custodial/administrative costs. Clients may withdraw assets with notice, but long-term investment is encouraged. The firm does not accept performance-based fees or engage in side-by-side management. Investment strategies include charting analysis, technical analysis, and fundamental analysis. Portfolios are diversified among asset classes and industry sectors, primarily investing in individual stocks, bonds, mutual funds, and ETFs. The firm emphasizes long-term investments and risk mitigation through diversification. Clients include individuals, high net worth individuals, and corporations, with no minimum account size required to open an advisory account. The firm does not have any required disclosures of legal or disciplinary events. Integrated Financial Strategies, LLC prioritizes client interests, maintains a Code of Ethics, and conducts ongoing account reviews. The firm participates in the Schwab Institutional program, receiving benefits such as research and consulting services. Clients are provided with privacy protection and are informed about tax implications and trade errors.