Integral Wealth Management, operating in Turlock, California, offers personalized investment management and financial planning services for individuals, high-net-worth clients, and organizations. The registered investment advisor specializes in building diversified portfolios using tactical asset allocation and a top-down economic approach, while keeping risk tolerance and after-tax returns in mind. In addition to portfolio management, Integral Wealth Management provides standalone financial planning, consulting for employer-sponsored retirement plans, and tax-aware investment strategies. The firm primarily operates on a non-discretionary or discretionary basis, tailoring portfolios to each client's specific goals and restrictions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are charged quarterly in arrears based on average daily market value. Maximum annual fee will not exceed 1.50% and fees are generally negotiable.