Integrous provides investment advice, financial planning, and consulting services to individuals, families, and businesses. Integrous evaluates your current financial situation, educates you on investments, and helps you create an investment plan. Integrous also offers pension consulting services to qualified retirement plans. Integrous does not provide securities execution or custodial services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% annually, with a $1,500 minimum. The client's fee is determined in accordance with the above fee structures, with exceptions negotiated on a case-by-case basis at the Firm’s discretion. Any deviations from the fee structure are based upon a number of factors, including the amount of work involved, the size and complexity of a client’s financial holdings, the amount of assets placed under management, and the attention needed to manage the account.