TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
WL
WL
Warren Bertram Langsford
Integrity Financial Corporation
12 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
High Net Worth
Business Owners
Financial Planning & Coaching
Insurance Planning
Integrity Financial Corporation
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $1.0M
1.50%
$1.0M - $25.0M
1.00%
$25M+
0.75%
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Loading...
Location
2620 Bellevue Way NE, #205, Bellevue, WA, 98004
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
June 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Integrity Financial Corporation
October 2013 - Present · 12 yrs 4 mos
State Registrations
2 states
WA
WY
Advisor
Exams
No exam information available for this advisor.