Justina Welch is a CFP-designated registered investment advisor at Integrity Wealth Solutions LLC, based in Denver, CO, with 25 years of industry experience. Justina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth Solutions' annual fee is a fixed dollar amount based on the value of your portfolio. For accounts under $500,000, the annual fee is 1% of the portfolio value, charged quarterly. For new clients with portfolios under $500,000, the initial financial plan may be billed separately. For relationships above $500,000, financial planning services are included in the asset management fee.
Location
4725 S. Monaco Street, Suite 335, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrity Wealth Solutions LLC
Previous Registrations
M. J. Smith and Associates
Raymond James Financial Services, INC.Broker
Fisher Investments
Multi-Financial Securities CorporationBroker
State Registrations2 states
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