Lenz Integrity Financial offers investment advice tailored to clients' needs and objectives through discretionary portfolio management services. They may invest client assets according to model portfolios. They also offer financial planning services, ranging from broad-based to single-subject planning, delivering a written plan designed to help clients achieve their financial goals. Lenz Integrity Financial primarily advises on ETFs but may advise on other investments.
Assets Under Management$4.5M
Clients20
Advisors1
Avg. per Client$230K
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual portfolio management fee is 2% of the market value of your assets under management. The fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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