wiseradvisor

John K. Bahr, CRPS®
Integrity Wealth Advantage, LLC

Tel: (919) 414-9092
1340 Environ Way 3rd Floor
Chapel Hill, NC 27517

Creating, Preserving and Distributing Wealth with Integrity.

Integrity Wealth Advantage, LLC | Financial Advisor in Chapel Hill ,NC

About Integrity Wealth Advantage, LLC

At our firm, we have the client?and only the client?in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that?s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking ?out of the box? and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.


General Information

Firm Start Year:   2018
No.of Employees:   2-4
States Licensed in:   NC
Number of Years with Current Firm:   2


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:   1
Hourly Rate:   $250
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $250


Education

BA - English  University of Delaware - Newark, DE
September 1982-May 1988



Faqs

  • What are your qualifications? What is your education background? 27 years of investment work with clients
  • What are your qualifications? What is your education background? 27 years of investment work with clients
  • What is your approach to financial planning? Each client is unique
  • What is your approach to financial planning? Each client is unique
  • What services do you offer? Financial Planning, Income Planning, Investment Planning and Retirement Planning
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Disclaimer

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

John K. Bahr, CRPS®

John K. Bahr, CRPS®

John places a priority on personal attention and client service. John has been serving clients for over 27 years with a distinctive combination of education, training and personalized service.

John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business and earned the Chartered Retirement Plans Specialist (CRPS) designation.

John specializes in retirement income. His clientele is in the NC Triangle and throughout the US. He is active in the community and is the past President of Triangle Professionals and he is active on non-profit boards. He has been teaching martial arts for over 30 years. John, his wife, Elaine, and children, Vivian, Molly, Mack and Miller, live in Durham, North Carolina.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Apex Bahama
Butner Carrboro
Cary Cedar Grove
Chapel Hill Durham
Efland Fuquay Varina
Graham Haw River
Hillsborough Holly Springs
Mebane Morrisville
Pittsboro Raleigh

Compensation Arrangements

Check Money Order
Bank Transfer

Social Networks

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