Integra Wealth Advisors (IWA) refers clients to third-party money managers. IWA also offers financial planning and consulting services for a fixed fee or hourly rate. These services include reviewing wills, estate plans, investments, taxes, and insurance. IWA also holds seminars and workshops to educate the public on investments and services.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Integra Wealth Advisors does not directly manage client investments. Instead, IWA refers clients to third-party money managers and receives a portion of the management fees they charge. The total advisory fee ranges from 1.25% to 2.50% annually, with the third-party money manager retaining 0% to 1% and the balance paid to IWA.
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