Integrated Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$61,105,615
Clients
148
Advisors
1
of 1 employees
About
Integrated Financial Management LLC provides financial planning and ongoing advisory services to individuals and high‑net‑worth individuals, delivering one‑time plans and an ongoing planning program with account aggregation and client portal access. For investment management, the firm places client assets on a third‑party managed account platform and facilitates allocation to model portfolios and independent managers rather than directly managing individual client portfolios.
The firm’s implementation approach centers on selecting and supervising third‑party managers on the Envestnet platform, conducting due diligence and annual reviews of managers and using Envestnet’s Fund Strategist and Unified Managed Account capabilities to build multi‑manager allocations. Clients receive regular reporting, quarterly commentary, and periodic review meetings, while the firm does not exercise day‑to‑day trading control over those third‑party money managers.
Distinctive aspects include the firm’s primary role as a manager-selector and supervisor rather than as a direct portfolio manager for individuals, an arrangement that involves fee sharing with third‑party managers and platform billing through Envestnet. The firm also uses enterprise AI tools (e.g., Google Gemini, RingCentral, MyRepChat, and Redtail) to capture and summarize client interactions for recordkeeping, and its principal maintains a separate licensed insurance practice and a federal benefits training business, relationships the firm discloses and manages as potential conflicts.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $1,500 for initial plans; ongoing financial planning fixed fee is $500 per year
$0 - $400,000: 0.95% $400,001 - $600,000: 0.80% $600,001 - $800,000: 0.70% $800,001 - $1,000,000: 0.50% $1,000,001 - $1,200,000: 0.30% $1,200,001 - And Up: 0.10%
Main office
9470 W. Fairview Ave.
Boise ID 83704
Advisors at this office
1
Most active in
Arizona · Colorado · Idaho · Montana · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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