Integrity Wealth Solutions

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.

SERVICES:
Investment/Asset Management
Comprehensive Financial Planning
Defined Contribution and Defined Benefit

LOCATION:
We are available for in-person meetings in the Greater Denver Area (including Boulder, Ft. Collins, Colorado Springs).
We also work with clients virtually anywhere in the United States.

CONTACT INFO:

Justina Welch or Clint Thomas
(303) 716-5777
[email protected]
www.integrity-wealth.com

 

 

Fee Structure:

For investment management of $500,000 or more, the flat quarterly fee typically ranges from $1,250 to $3,750. This depends on the tier of the 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

We will 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.)

Financial Plan Only – For clients not engaging us for investment management, may decide to work with us for a financial plan only. A one-time financial plan fee ranges between $1,000 – $5,000, depending on complexity.