Integrity Wealth Solutions offers investment advice and wealth management consulting services. Services include developing investment strategies, building portfolios with mutual funds and exchange-traded funds, and ongoing monitoring. Financial planning covers retirement, education funding, tax, risk management, and estate planning. Integrity Wealth Solutions also provides fiduciary services to ERISA retirement plans.
Fee Structure
Integrity Wealth Solutions' annual fee is a fixed dollar amount based on the value of your portfolio. For accounts under $500,000, the annual fee is 1% of the portfolio value, charged quarterly. For new clients with portfolios under $500,000, the initial financial plan may be billed separately. For relationships above $500,000, financial planning services are included in the asset management fee.