INTEG Financial Investment Advisory (INTEGFI) offers portfolio management and financial planning services to individuals. These services include budgeting, cash flow management, debt management, investment planning, tax planning, insurance and risk management, retirement planning, estate planning, education planning, philanthropy, and business succession planning. INTEGFI manages investments with the client's goals and risk tolerance in mind.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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