Integra Wealth Advisors offers integrated wealth management services, combining personalized investment portfolio management with comprehensive financial planning. Operating on a fee-only basis, Integra Wealth Advisors helps clients navigate retirement planning, asset allocation, estate planning, education funding, tax strategies, and family office services. Integra Wealth Advisors builds tailored investment portfolios using an open architecture model that includes active and passive managers, stocks, bonds, mutual funds, and exchange-traded funds. The firm emphasizes understanding each client's unique goals, risk tolerance, and tax situation to develop long-term strategies. Integra Wealth Advisors primarily serves individuals, high-net-worth families, trusts, estates, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable for some accounts.