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- Custodian
- Capital Group · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- InsightFoundation
- Established Date
- 04-10-2023
- Office Locations
- 1
Office Locations
About Integrated Planning & Investments
Integrated Planning & Investments (IPI) is an RIA launched in 2023 by partners Jonathan Holt, CFP, and Christopher Fide, MBA. The firm delivers holistic wealth management and retirement planning with proactive tax planning, estate optimization, risk analysis, and ongoing investment management. It focuses on physicians (including post-residency) and business owners nationwide, using tailored ETF and mutual fund strategies informed by regional tax nuances.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER TIMOTHY FIDE
Investment Advisor, Secretary, TREASURER
- CRD
- #4645536
- Ownership
- 50% but less than 75%
JONATHAN BENJAMIN HOLT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6349697
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,179,421,239 | 31.9% |
| Cash | $1,578,201,587 | 23.1% |
| Equity - Exchange | $1,120,454,806 | 16.4% |
| U.S. Government/Agency | $1,953,963,870 | 28.6% |
| Total | $6,832,041,502 | 100.0% |