Integrity Wealth Partners offers investment advice and financial planning to individuals, families, and organizations. Their services include creating and managing investment portfolios, financial planning covering areas like retirement, estate, and tax planning, and retirement plan consulting for employers. They use fundamental and technical analysis to make investment decisions and tailor their advice to each client's needs.
Fee Structure
Integrity Wealth Partners charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the size of your portfolio and is negotiable.
The annual fees are:
- $0 to $250,000: 1.3% to 1.5%
- $250,001 to $1,000,000: 1.1% to 1.4%
- $1,000,001 to $2,000,000: 0.90% to 1.25%
- Over $2,000,000: 0.80% to 1.15%
For assets held away at other institutions, such as 401(k) accounts, Integrity Wealth Partners uses a platform called Pontera. Pontera charges 0.30% for those assets, but Integrity Wealth Partners will cover that cost for clients.