Integra Wealth is an independent investment advisory firm founded in 2009 and located in Chattanooga, Tennessee. Led by founder David A. Hodges, Integra Wealth offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm builds portfolios primarily using mutual funds, exchange-traded funds, and individual stocks, following a long-term buy-and-hold strategy based on modern portfolio theory and academic research. Integra Wealth typically manages portfolios on a discretionary basis, meaning the firm makes day-to-day investment decisions on behalf of clients according to an agreed-upon investment policy statement. In addition to portfolio management, Integra Wealth provides standalone or comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and risk management. The firm also assists clients with employer-sponsored retirement accounts and held-away assets using specialized platforms, and acts legally in the best interest of clients when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for amounts over $5 million are negotiable. There is no minimum annual fee.
