Robert Williams Cheatham

Integrity Wealth Advisors, LLC

19 Years of Experience

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Firm Information

Integrity Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

823 clients

Average Client Portfolio

$334K average

Assets Under Management

$274.9M

Fee Structure

Financial Plan Fee:$1,000 - $15,000

Hourly Rate:Up to $350/hr

Asset management fees can reach up to 1.50% annually. Comprehensive portfolio management fees can reach up to 1.75% annually or $350/hour. Financial planning fees range from $1,000 to $15,000 or $350/hour. Estate planning is a flat fee of $1,500, but is free for clients with over $3 million in assets under management.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving

Advisor Information

Office location

196 S. Fir St., Suite 140, Ventura, CA, 93001

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.