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Facts and Insights
INTEGRIS WEALTH MANAGEMENT, LLC is a financial advisory firm that provides expert advice and personalized solutions to help clients achieve their financial goals. With years of experience in the industry, the firm has established a strong reputation for its commitment to excellence and exceptional client service.
Assets Under Management, Number of Advisors and Time in Business:
At INTEGRIS WEALTH MANAGEMENT, LLC, the team manages assets worth over $500 million, making it one of the top financial advisory firms in the region. With a team of 5 experienced advisors, the firm has a low client-to-advisor ratio, ensuring that each client receives the individualized attention and support they need. The firm has been in business for 10 years, providing consistent and reliable financial guidance to its clients.
Financial Services Offered
The team at INTEGRIS WEALTH MANAGEMENT, LLC offers a range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, estate planning, tax planning, risk management, and more. The advisors work closely with each client to understand their unique financial situation and create a customized plan that aligns with their goals and objectives.
Client Types
The firm caters to a wide range of clients, including individuals, families, small business owners, and high net worth individuals. The team at INTEGRIS WEALTH MANAGEMENT, LLC has extensive experience in working with different types of clients and understands the specific challenges and opportunities each group faces.
Fees & Compensation
INTEGRIS WEALTH MANAGEMENT, LLC follows a fee-only compensation structure, ensuring that their clients’ best interests are always the top priority. The firm charges a percentage of assets under management as their fee, which is disclosed to clients in advance. This transparent approach to fees ensures that clients can trust their advisors and build a long-term partnership with the firm.
Background
The team at INTEGRIS WEALTH MANAGEMENT, LLC brings a wealth of experience and expertise to the table. The advisors have diverse backgrounds, with qualifications and certifications in finance, business, and law. Their knowledge and skills enable them to provide comprehensive financial guidance and create tailored solutions for each client’s unique needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTEGRIS WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm prides itself on its ethical and transparent approach to client relationships and has a clean record with no reported disclosures.