Integra Wealth
Assets Under Management
$84.2M
Number of Clients
214
Number of Advisors
2
Average Client AUM
$393K
AUM per Advisor
$42.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integra Wealth, LLC provides customized investment management and financial planning services to high-net-worth individuals, trusts, estates, and retirement plans. They establish an investment profile and manage portfolios on a discretionary basis. Financial planning services may be provided as a stand-alone service or coupled with ongoing portfolio management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5 million.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management (AUM). The first $1 million is charged 1.25% annually, the next $1.5 million (to $2.5 million) is charged 1.00%, and the next $2.5 million (to $5 million) is charged 0.80%. Fees over $5 million are negotiable. There is no minimum annual fee. Financial planning fees range from $2,000 to $5,000 for a broad-scope financial analysis. Hourly financial planning engagements are available at $550 per hour.
Areas of Practice
Location
101 W. 21st Street, Chattanooga, TN, 37408
