Integras Partners offers financial planning, portfolio management, and retirement plan consulting. For portfolio management, Integras Partners gathers client information to analyze existing assets and suggest changes to meet client goals. They manage investments on a discretionary basis, potentially using model portfolios. Financial planning services, including budgeting, retirement planning, and asset allocation, may be offered at no additional charge. Retirement plan consulting services are also available to employee benefit plans and their fiduciaries.
Assets Under Management$240M
Clients188
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be reduced by combining account values of family members. Minimum annual fee of $5,000 may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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