Integral Financial Planners offers financial planning on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. They also manage investment portfolios. The firm uses a three-step planning process: discovery, diagnosis/prescription, and implementation. They offer both broad-based and modular financial planning. Portfolio management is based on Modern Portfolio Theory, using mutual funds, ETFs, cash, fixed income, and REITs.
Assets Under Management$4.3M
Clients5
Advisors1
Avg. per Client$870K
Avg. per Advisor$4.3M
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 | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable and may be waived or discounted for associates, their family members, and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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