Integris Wealth Management provides investment management and financial planning services. They work with individuals, families, trusts, pension and profit-sharing plans, and corporations. Integris develops customized investment strategies and financial plans based on client goals and risk profiles. They also offer financial sustainability, legacy and incapacity, and risk management reports. Integris coordinates with clients' other advisors, such as tax advisors and attorneys.
Assets Under Management$640M
Clients279
Advisors12
Avg. per Client$2.3M
Avg. per Advisor$53M
www.linkedin.com/company/integris-wealth-manage... ·m.facebook.com/100083165500665 ·www.integriswealth.com
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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