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
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.
Justina Welch or Clint Thomas
(303) 716-5777
[email protected]
www.integrity-wealth.com
- Services: Financial planning, investment management
- Ideal Client: Flat-fee asset management w/financial planning focus
- Location: Denver, CO
- Integrity Wealth Solutions Financial Advisor Application, ADV2
- Website, [email protected], (303)716-5777
Latest WCI Podcast Appearance:
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.)