Integra Wealth
Assets Under Management
$84.2M
Number of Clients
214
Number of Advisors
2
Average Client AUM
$393K
AUM per Advisor
$42.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integra Wealth, LLC offers customized investment management services to high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. They also provide financial planning services, either as a stand-alone service or coupled with ongoing portfolio management, including broad-scope and limited/project-based planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
101 W. 21st Street, Chattanooga, TN, 37408
