Section Integrity Wealth Management offers comprehensive wealth management and planning services. They work with clients to set realistic goals and develop a roadmap to achieve those goals. Services include understanding a client’s current financial situation, improving cash flow, analyzing insurance products, creating tailored portfolios, rebalancing portfolios, providing advice during economic uncertainty, and recommending portfolios to minimize taxes.
Assets Under Management$4.1M
Clients14
Advisors1
Avg. per Client$300K
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee depends on program selected, investment strategies involved, portfolio holdings, asset size of the account, and any additional services provided to the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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