Integrity Wealth Advisors offers investment advice and asset management services to individuals and other clients. Services include creating portfolios with stocks, bonds, ETFs, and mutual funds, as well as financial planning and consulting. The firm also offers retirement plan consulting to employer plan sponsors. Integrity Wealth Advisors acts as a fiduciary, meaning it is legally required to act in your best interest.
Assets Under Management$270M
Clients823
Advisors4
Avg. per Client$330K
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Integrity Wealth Advisors offers two investment management options:
- Asset Management: The maximum annual fee is 1.50% of your portfolio.
- Comprehensive Portfolio Management: Fees can be a percentage of your portfolio (up to 1.75% annually) or hourly (up to $350/hour). This includes financial planning or consulting services.
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