Integrity Wealth Management offers personalized financial planning and investment management services. Advice covers financial goals, problems, tax planning, insurance, investments, education, retirement, and estate planning. Integrity Wealth Management is a fee-only firm and does not sell commissioned products or accept commissions. Assets are invested in mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds through Charles Schwab or Fidelity.
Assets Under Management$160M
Clients169
Advisors2
Avg. per Client$970K
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Certain long-term clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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