Integrity Wealth Management offers personalized investment advice and portfolio management services. They tailor their advice to each client's needs and investment objectives. They may reallocate your account quarterly based on market conditions and your individual circumstances. They also offer a complimentary consultation to evaluate your total financial situation.
Assets Under Management$66M
Clients199
Advisors4
Avg. per Client$330K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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