Your wealth is growing and you have investable assets, but now what? You feel as if you may need help, but are unsure of what that looks like, how much it might cost, and what value it brings. Working with an experienced and trusted wealth advisor might be just what you are looking for.
What Is A Fiduciary And Why Should I Care?
Did you know that not every advisor is required to put your interests ahead of their own?
Guide to Financial Terms
The financial industry can be intimidating with its jargon and complexity. Let’s cut out some of the haze with explanations of common financial planning terms.
What Types of Fees Will I Pay for Financial Advice?
Are you aware of all of the fees and expenses you might pay a financial firm for their advice? Many investors are not.
There are a variety of ways that financial professionals are compensated for their work. As a fiduciary firm, Integrity Wealth Advisors is compensated primarily through an Assets Under Management (AUM) Fee. The mutual funds and exchange-traded funds (ETFs) that we use for client portfolios have their own internal expenses, none of which is “kicked back” to us. We never use investments that charge you a sales commission. Please see our guide “Fees typically Charged by Fiduciary Firms” on this topic that provides much more detail.
Integrity Wealth Advisors is a Trust company and therefore is under the fiduciary standard. This means that we are legally bound to always present to our clients what we fully believe is in their best interests. Learn why the fiduciary standard is a must.