Julie Roth is a CFP-designated registered investment advisor at Integris Wealth Management, LLC, based in Monterey, CA, with 7 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 279 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable. Minimum quarterly fee of $2,500 (annual minimum of $10,000).
Fee Estimator
Location
435 Washington Street, Suite A, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integris Wealth Management, LLC
Previous Registrations
Creative Planning
Monterey Private Wealth, INC.
State Registrations2 states
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