Integra Wealth offers investment management and financial planning services. For investment management, clients choose from growth, balanced, and conservative strategies, documented in an Investment Policy Statement. Integra manages portfolios with discretion, but clients can impose written restrictions. Financial planning covers risk management, education, retirement, tax, cash flow, estate, and investment planning, available as a stand-alone or coupled with investment management. Integra also provides retirement plan advisory services.
Assets Under Management$84M
Clients214
Advisors1
Avg. per Client$390K
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees over $5 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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