Integrity Wealth Management (IWML) offers portfolio management and financial planning services tailored to individual client goals and risk tolerance. IWML creates an Investment Policy Statement for each client. IWML primarily recommends investing in passively managed ETFs and mutual funds, with annuities for income protection, but may use other securities as well. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. IWML does not participate in wrap fee programs.
Assets Under Management$50M
Clients25
Advisors1
Avg. per Client$2M
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 2.00% |
For accounts below $500,000, IWML can charge a percentage not to exceed 2% or a flat fee not to exceed $6,000 or 2% of the account value. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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