Integris Wealth Management is an independent registered investment advisor founded in 1997 and based in Monterey and Salinas, California. Operating as a team-based firm, Integris is legally required to act in your best interest and provides comprehensive wealth management services, including investment management, financial sustainability planning, legacy and incapacity planning, and risk management. For individuals and families, Integris combines investment portfolio oversight with holistic financial planning. For trusts, pension plans, and corporations, Integris focuses strictly on investment management. The firm crafts customized portfolios using a long-term approach, relying primarily on low-cost, diversified mutual funds and exchange-traded funds following Modern Portfolio Theory. Integris also coordinates with clients' other professionals, such as tax advisors, accountants, attorneys, and insurance agents, to ensure aligned advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are subject to a minimum quarterly fee of $2,500 for the first tier ($10,000 annual minimum). Fees may be negotiable in some circumstances.
