Integra Global Advisors provides investment advice to institutions and high net worth individuals through separately managed accounts and funds. Services include discretionary and non-discretionary investment advice, private investment fund portfolio construction, risk management, ongoing monitoring of third-party managers, financial planning, and customized performance reporting. Financial planning is offered through investment advisor representatives for no additional fee.
Fee Structure
Integra Global Advisors charges an annual or monthly fee ranging from 0.10% to 1.50% of your portfolio's net assets or committed capital to external private funds. The fee is determined through negotiation based on the size of your account and the services provided. In some cases, Integra Global Advisors may forgo a portion of the asset-based fee in exchange for a performance-based fee, but the total compensation will not exceed 1.50% per year. These fees are negotiable.