Integrity Wealth Management Fees & Minimum

Overview

Headquarters: Spokane, WA
Total Firm Assets: $163 million
Average High-Net-Worth Client Portfolio Size: $3.3 million

Fee Disclosure

Source: ADV PART 2A-2B (2026-05-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.25%
$250,001	$500,000	1.00%
$500,001	$2,000,000	0.80%
$2,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,625	0.96%
$5 million	$35,625	0.71%
$10 million	$60,625	0.61%
$50 million	$260,625	0.52%
$100 million	$510,625	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 79.31%
Number of High-Net-Worth Clients: 39
Total Client Accounts: 544
Discretionary Accounts: 485
Non-Discretionary Accounts: 59

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 150103

ADV PART 2A-2B (2026-05-26) (fee schedule source) · View brochure text

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

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