WM
WM
Witt Mcdee
31 Years of Experience
Downey, CA
Broker
Witt Mcdee is a registered investment advisor at Integrity Investment Portfolios LLC, based in Downey, CA, with 31 years of industry experience. Witt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.15% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9411 Firestone Blvd, Downey, CA, 90241
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Integrity Investment Portfolios LLC
July 2026 - Present · 3 mos
Integrity Brokerage, LLC
October 2019 - Present · 7 yrs
Integrity Brokerage, LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
E-W Investments, INC.Broker
January 2002 - January 2020 · 18 yrs
Golden Bell Enterprises, INC.Broker
December 1998 - January 2002 · 3 yrs 1 mo
Interfirst Capital CorporationBroker
February 1995 - December 1998 · 3 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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