Integra Financial is an investment management firm located in Colorado that helps clients build, manage, and preserve their wealth. The firm offers discretionary portfolio management through a bundled fee program, alongside personalized financial planning and consulting services covering retirement, tax strategies, estate planning, and insurance needs. Additionally, Integra Financial provides advisory services to retirement plans, such as 401(k) plans, acting in the best interest of the plan sponsor. The firm specializes in working with individuals, high-net-worth clients, business owners, trusts, and estates.
Assets Under Management$140M
Clients113
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable and charged as a percentage of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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