About Integrity Wealth Solutions
We’ve created a unique, tiered flat fee, asset management compensation structure designed with our client’s interests and success in mind. 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.
A cornerstone in Integrity Wealth Solutions’ financial planning process is the alignment of financial goals with insightful strategies that fit individual circumstances. We 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.
Integrity Wealth Solutions flat quarterly fee for investment management typically ranges from $1,250 to $2,500, depending on asset under management. This flat fee also includes active comprehensive financial planning on an on-going basis.