Integrity Wealth Management (IWM) offers comprehensive financial planning covering investment, tax, insurance, education, retirement, and estate planning. IWM also manages client investment portfolios using asset allocation models based on the client's individual circumstances. IWM does not have a minimum portfolio size requirement.
Assets Under Management$110M
Clients100
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M+ | 0.80% |
Fees are negotiable. Cash balances (money markets) are charged 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...