Overview

Headquarters
Houston, TX
Total Firm Assets
$126 million
Average High-Net-Worth Client Portfolio Size
$2.7 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: INTEGRITY ROAD WEALTH PARTNERS ADV PART 2A (2026-07-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.75%
$1,000,001 $2,000,000 0.70%
$2,000,001 $3,000,000 0.60%
$3,000,001 $5,000,000 0.50%
$5,000,001 $10,000,000 0.35%
$10,000,001 and above 0.25%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $30,500 0.61%
$10 million $48,000 0.48%
$50 million $148,000 0.30%
$100 million $273,000 0.27%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
90.99%
Number of High-Net-Worth Clients
42
Total Client Accounts
294
Discretionary Accounts
284
Non-Discretionary Accounts
10

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
333154
  • INTEGRITY ROAD WEALTH PARTNERS ADV PART 2A (2026-07-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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