Integrity Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, charitable corporations, and retirement plans. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning covers investment, retirement, personal savings, education savings, and insurance needs. Integrity Wealth also provides retirement plan advisory services to plan sponsors.
Fee Structure
Integrity Wealth's wealth management fees are based on the value of your investments and are paid each quarter. The annual fee can be up to 1.75% of your portfolio, depending on the complexity of your situation and the amount you invest. Fees may be negotiable.