Pricing

  • Platinum

    You want a comprehensive financial planner and wealth manager. As a platinum client, you will receive regular communication and meetings to evaluate progress in addition to your complete financial plan and strategic wealth management.

    - Assets Under Management fees range from 0.75% for accounts over $2,000,000 to 1.25% for accounts under $750,000

    - Financial Planning fees range from $500 to $3,000 depending upon planning complexity

  • Gold

    You are nearing retirement and need financial planning analysis. You may be interested in wealth management, but planning is your primary objective. A Gold client is most likely going to pay a higher financial planning fee and defer strategic asset management.

    - Assets Under Management fees range from 0.75% for accounts over $2,000,000 to 1.25% for accounts under $750,000

    - Financial Planning fees range from $500 to $3,000 depending upon planning complexity

  • Silver

    You are likely in the wealth creating stage of your financial life and need some guidance. A Silver client likely does not have significant investment assets built up yet or have a long time horizon till retirement. Most people in this stage will pay an hourly fee for comprehensive financial planning.

    - Hourly financial planning fees cost $250/hour

Prospect to Client Process

The prospect process is centered around two fundamentals of delivering value and helping you make an informed decision. As such, three stages occur on your path to becoming a client. In stage 1, you will fill out a preliminary data entry form and have a call to discuss your questions, an introduction to the firm, and receive a free financial position analysis. Stage 2 occurs if we deem it mutually beneficial after our first meeting to discuss your goals further and qualify each other. This meeting is typically one hour long. You will then have 2 weeks to review everything and make a decision to hire Integritas for your financial planning and wealth management needs. Lastly, in Stage 3 you will have a meeting to review client agreements and finalize fee arrangements. Once you have been onboarded as a client, we will continue working together to complete your first financial plan and begin managing your assets.