Integrity Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, offering comprehensive financial planning and discretionary portfolio management. The firm frequently acts as a coordinator with clients’ other advisors and emphasizes individualized planning and ongoing monitoring.
Investment advice is tailored to account size, risk tolerance, and clients’ required returns, using a mix of passive and active strategies and a preference for ETFs for tax efficiency and intraday tradability. To manage downside risk the firm commonly uses trailing stop orders on stock and ETF positions and may add individual fixed-income securities after seeking competitive quotes.
The firm operates on a fee-only basis and manages approximately $35 million for a relatively small roster of clients, enabling a focused, hands-on service model. Its leadership publishes regularly in national financial outlets and holds several advanced credentials in estate and tax planning; the firm also discloses a policy against accepting soft-dollar benefits and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
<$100,000 - $100,000: 1.30% $100,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.65% $2,000,000 - $2,999,999: 0.55% $3,000,000 - $4,999,999: 0.40% $5,000,000+: Negotiable
Account minimum: $150,000 (may be met with multiple accounts; exceptions possible) Minimum fee: Financial planning initial fee typically between $1,000 to $2,000; renewal fee typically $250, $300, or $350 per calendar quarter depending on complexity Fee-only: Firm is fee-only; does not receive commissions at any time.
Main office
Greenwell Springs LA
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Integrity Wealth Management, Inc · Integrity Wealth Management, LLC
Disclosures
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Business activities & affiliations
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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