Integrity Road Wealth Partners provides wealth management services, managing client accounts and providing ongoing supervision. They also offer financial planning and consulting services, covering areas like tax planning, asset allocation, retirement planning, and more. Financial planning can be ongoing or project-based. Recommendations are tailored to individual client situations.
Assets Under Management$130M
Clients66
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Wealth management clients automatically receive financial planning as part of the offering at no additional cost. The minimum relationship size for new clients is $1 million, and the minimum fee is $7,500 for new clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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