Integrity Wealth Advisors, LLC
Assets Under Management
$274.9M
Number of Clients
823
Number of Advisors
6
Average Client AUM
$334K
AUM per Advisor
$45.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrity Wealth Advisors, LLC offers asset management, investment consulting, and financial planning services. They create tailored portfolios using stocks, bonds, ETFs, and mutual funds. Financial planning covers investment, retirement, estate, tax, education, and business planning. They also provide retirement plan consulting to employers.
Fee Structure
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
Location
196 S. Fir St., Suite 140, Ventura, CA, 93001