Integra Financial provides investment management through a wrap program, financial planning, and consulting services. Integra Financial helps clients build, manage, and preserve their wealth to achieve their financial goals. The firm acts as a fiduciary, tailoring plans to client objectives, risk tolerance, and time horizons. Integra Financial also offers ERISA plan advisory services to qualified retirement plans.
Assets Under Management$120M
Clients114
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$10K
Integra Financial offers investment management services through a wrap fee program. The fees for this program are not explicitly stated in this brochure.
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