Integrity Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and may use independent managers. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Clients can tailor services and impose restrictions, but Integrity Wealth Advisors may end the relationship if restrictions are too limiting.
Assets Under Management$56M
Clients158
Advisors3
Avg. per Client$350K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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