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The fee is billed in advance and is negotiable.","source":"INTEGRATED BROCHURE 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Integrated Investment Consultants use?","answer":"Integrated Investment Consultants’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $881M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Integrated Investment Consultants have?","answer":"Integrated Investment Consultants has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Integrated Investment Consultants invest in?","answer":"At the end of its last fiscal year, Integrated Investment Consultants’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar), 5% exchange-traded equities, 5% U.S. government and agency bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Integrated Investment Consultants?","answer":"Integrated Investment Consultants’ direct owners are Dena Soule (5% to 10%), Christopher Forte (50% to 75%) and Todd Wagenberg (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Integrated Investment Consultants get paid?","answer":"Integrated Investment Consultants is paid through a percentage of assets under management, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}