Integrity Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client to guide investment decisions. Integrity Wealth Management generally invests in mutual funds, equities, bonds, ETFs, real estate, and insurance products. They do not participate in wrap fee programs.
Assets Under Management$4.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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