Integritt Wealth Management offers discretionary asset management services, creating tailored portfolios of stocks, bonds, ETFs, and mutual funds. They review and rebalance portfolios at least quarterly. While they don't hold themselves out as financial planners, they may provide general financial planning guidance to asset management clients. Clients are responsible for notifying Integritt of any changes in their financial situation or investment objectives.
Assets Under Management$67M
Clients54
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$67M
www.integritt.com ·www.youtube.com/channel/ucabdsskuvgh80pysyfbiyna ·www.linkedin.com/in/marc-rittersporn-aif%c2%ae-...
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable for amounts over $3,000,000. The maximum annual fee assessed will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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