Teresa Hughes is a registered investment advisor at Integrity Wealth LLC, based in Eugene, OR, with 9 years of industry experience. Teresa 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, High Net Worth, and 4 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Wealth management fees range up to 1.75% annually depending on scope, complexity, asset level, and overall relationship. An additional 0.15% fee applies for Individual Stock Model Portfolios. Fees may be negotiable.
Fee Estimator
Location
1200 Executive Parkway, Suite 430, Eugene, OR, 97401
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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 →Employment History
Current Registrations
Integrity Wealth LLC
Previous Registrations
True Private Wealth Advisors, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
44 Wealth Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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