Integritas Wealth Strategies (IWS) provides investment advice and financial planning to individuals, high net worth individuals, and trusts. IWS offers discretionary portfolio management, making investment decisions for clients based on their goals. They also offer project-based and ongoing financial planning services covering retirement, risk management, college savings, and more. IWS may recommend sub-advisors for alternative investments.
Assets Under Management$3.1M
Clients5
Advisors3
Avg. per Client$620K
Avg. per Advisor$1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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