Integrity Wealth Solutions approaches wealth management and financial planning differently. We’ve created a unique, tiered flat fee, asset management compensation structure focused on helping physicians, dentists, high-net worth individuals and small business owners in a transparent and equitable manner.
Our firm’s investment philosophy is centered on cost and tax efficient portfolio management, aimed to help the client retain more of their investment growth. Additionally, a cornerstone to our firm, is our financial planning process. Together, we align one’s financial goals with insightful investment strategies to each individual circumstance and develop a holistic, customized, integrated financial plan that can evolve as the client’s needs grow and help clients maintain focus through the inevitable ups and downs of the market.
For investment management of $500,000 or more, the flat quarterly fee typically ranges from $1,250 to $3,750, depending on the tier of assets under management. This flat fee also includes active comprehensive financial planning on an on-going basis.
We have a tiered flat fee compensation structure as detailed below.
| Assets Managed | Annualized Fee | Quarterly Fee |
|---|---|---|
| $500,001 – $1,000,000 | $5,000 | $1,250 |
| 1,000,001 – $3,000,000 | $7,500 | $1,875 |
| $3,000,001 – $6,000,000 | $10,000 | $2,500 |
| $6,000,001 – $10,000,000 | $15,000 | $3,750 |
| $10,000,001 – $15,000,000 | $25,000 | $6,250 |
| $15,000,001 – $25,000,000 | $40,000 | $10,000 |
| $25,000,001 and above | Negotiable | Negotiable |
At our discretion, we may accept asset management relationships under $500,000 in billable assets. For accounts that are within this range, the annual fee is 1% (charged quarterly) and is determined based on the value of the assets at the end of each calendar quarter.
(Note: For relationships under $500,000, financial planning services may be billed separately on a per-project basis.)