A complete list of active advisors currently associated with Integrity Wealth Management LLC
Warmer can help you find a great advisor at Integrity Wealth Management LLC or one who fits your needs even better.
The firm provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, working with a small, focused client roster. Its investment universe is concentrated on traditional securities and select insurance products, including stocks, mutual funds, ETFs (notably including precious metal ETFs), and annuities. Investment decisions are driven by client-specific Investment Policy Statements and modern portfolio theory, with a long-term trading orientation and the ability to manage accounts on either a discretionary or non-discretionary basis. Clients receive periodic reviews and written or electronic financial plans, with at least annual account reviews and additional meetings as needed. What distinguishes the firm from many peers is its non-AUM compensation approach — it does not use a percentage-of-assets-under-management fee model and also does not accept performance-based fees. The firm is a single-advisor practice that maintains relationships with custodians that provide institutional services and possible soft-dollar benefits, and a firm representative is a licensed insurance agent who may offer commissionable insurance products, a relationship the firm discloses as a potential conflict of interest.
To learn more about the advisors currently working at Integrity Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Waukee, IA
| 8
|
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