Integrity Investment Portfolios LLC

Fee-Only (% of Portfolio)

Integrity Investment Portfolios is a registered investment advisor based in Cerritos, California, founded by Somboon Wongvitavas. The firm provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, liquidity needs, and risk tolerance. Investment management focuses primarily on public equities, mutual funds, fixed income, options, exchange-traded funds, unit investment trusts, American Depositary Receipts, and real estate investment trusts. Integrity Investment Portfolios does not offer financial planning services such as tax or legal advice, estate planning, or comprehensive financial plans, but focuses exclusively on managing the investment portfolios of client accounts.

Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.15%
$5M+0.10%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

3 Advisors at this firm

Integrity Investment Portfolios LLC - Fees, AUM & Advisors | TrueAdvisor