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Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving
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Advisor Information
Office location
196 S. Fir St., Suite 140, Ventura, CA, 93001
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Integrity Wealth Advisors, LLC
January 2020 - Present · 6 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.