Integral Wealth Management designs investment portfolios based on clients' financial objectives and risk tolerance. They offer financial planning services to help clients reach their financial goals through comprehensive plans and analyses. They also provide retirement plan consulting services to employer plan sponsors. Investment decisions are made in accordance with each client’s suitability profile.
Assets Under Management$540M
Clients409
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. The maximum annual fee charged will not exceed 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...