Integra Private Wealth Management manages investment portfolios and provides financial planning services. Integra works with clients to determine their investment objectives and risk profile, then designs a personalized investment policy. Integra also consults on various financial areas including income and estate tax planning, college financial planning, retirement planning, and insurance analysis. Integra also provides advisory services to participant-directed employee retirement benefit plans.
Assets Under Management$33M
Clients13
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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