Integral Financial provides investment advice and manages client funds and securities. Fees are negotiable and based on the size of the account and the type of assets managed. The firm invests in low-cost vehicles such as certificates of deposit, treasuries, and index funds, rebalancing portfolios annually. Integral Financial manages accounts on a discretionary basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and generally range from 0.75% to 1.25% per year depending on the complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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