Integrity Wealth LLC offers personalized wealth management services, which include comprehensive financial planning and ongoing investment management. Integrity Wealth works closely with clients to understand their financial goals, time horizon, and risk tolerance, constructing portfolios primarily using low-cost mutual funds, exchange-traded funds, and occasionally individual stocks, bonds, or options. The firm also operates under the trade name Retirement Intelligence, through which it provides educational seminars on retirement planning. Integrity Wealth acts as a fiduciary, legally required to act in your best interest, and serves a diverse clientele including individuals, high net worth individuals, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Wealth management fees range up to 1.75% annually depending on scope, complexity, asset level, and overall relationship. An additional 0.15% fee applies for Individual Stock Model Portfolios. Fees may be negotiable.