How does the advisor help clients – Key Takeaways:
Integrity Wealth Management provides expert financial advice to clients seeking to manage and grow their wealth. They offer a range of services and cater to a diverse client base, with a strong focus on maintaining high ethical standards.
Facts and Insights
Founded in 2005, Integrity Wealth Management has over 15 years of experience in the financial industry. Headquartered in New York City, they have a nationwide presence and serve clients across different states. With a dedicated team of advisors, they have built a reputation for delivering top-notch financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 15 years |
Financial Services Offered
Integrity Wealth Management offers a comprehensive range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance solutions. They work closely with clients to understand their unique financial goals and create personalized strategies to help them achieve long-term success.
Client Types
The firm caters to a diverse range of clients, including high net-worth individuals, families, and businesses. They also have a strong focus on working with individuals and couples who are planning for retirement or seeking guidance on how to manage their wealth in a tax-efficient manner.
Fees & Compensation
Integrity Wealth Management follows a transparent fee structure and is a fee-only firm, meaning they do not earn commissions from any products or services recommended to clients. Their fees are based on a percentage of AUM, ensuring that their interests are aligned with their clients’ best interests.
Background
The team at Integrity Wealth Management is made up of highly qualified and experienced financial advisors who are dedicated to providing expert advice and exceptional service to their clients. They adhere to the highest ethical standards and are committed to building long-term relationships based on trust and transparency.
Financial Advisor Disclosures to Know
Integrity Wealth Management has a clean record with regulatory bodies and has not faced any disciplinary actions in the past. They are registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). As a fiduciary, they are legally obligated to act in their clients’ best interests at all times.