Integra Asset Advisors provides personalized wealth management services including portfolio management, financial analysis, and consulting. Integra's services are designed to meet the investment, financial, and wealth creation goals specific to each client. They offer advice on investments, home and business ownership, insurance, estate planning, career matters, real estate, cash flow/budget planning, and tax planning.
Assets Under Management$64M
Clients77
Advisors1
Avg. per Client$830K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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