B. Brose is a registered investment advisor at Integrity Wealth Partners, LLC, based in Walnut Creek, CA, with 17 years of industry experience. B. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 536 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth Partners charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the size of your portfolio and is negotiable.
The annual fees are:
- $0 to $250,000: 1.3% to 1.5%
- $250,001 to $1,000,000: 1.1% to 1.4%
- $1,000,001 to $2,000,000: 0.90% to 1.25%
- Over $2,000,000: 0.80% to 1.15%
For assets held away at other institutions, such as 401(k) accounts, Integrity Wealth Partners uses a platform called Pontera. Pontera charges 0.30% for those assets, but Integrity Wealth Partners will cover that cost for clients.
Location
1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA, 94596
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Regulatory History
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 →Other Business Activities
B. is a managing partner at Bromari, LLC since January 2025.
Employment History
Current Registrations
Integrity Wealth Partners, LLC
Previous Registrations
LPL Financial LLC
State Registrations2 states
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