Integra Wealth Advisors provides wealth management services to individuals, families, and business owners. They offer comprehensive financial planning, including retirement planning, estate planning, education planning, and tax planning. Integra also provides investment management services, including asset allocation and portfolio construction. They offer family office services for high-net-worth clients, coordinating financial affairs and wealth transfer strategies.
Assets Under Management$98M
Clients54
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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