Integrity Wealth Solutions decided to approach wealth management and financial planning differently.
We created a unique tiered flat fee asset management compensation structure.
Our annual asset management fee is calculated in accordance with the fee schedule (see chart). Services, including financial planning, under this program, are provided on an active basis for accounts with an appropriate minimum value, typically $500,000.
We will accept relationships under $500,000 in billable assets. For accounts that are within this range, there is an annual 1% fee (billed quarterly), which is determined based on the value of the assets at the end of each calendar quarter. For relationships under $500,000, financial planning services will be billed separately on a per-project basis.
| 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 | See Form ADV | See Form ADV |
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“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”
– Douglas Adams