Integrity Wealth Management (IWM) offers financial planning and investment management for affluent and high-net worth individuals. IWM acts as a coordinator, working with clients and their other advisors to implement strategies. IWM is legally required to act in your best interest. IWM works with a smaller number of clients to deliver high-quality service.
Assets Under Management$35M
Clients46
Advisors1
Avg. per Client$760K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
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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