INTEGRITY WEALTH PARTNERS, LLC
Walnut Creek, California
Integrity Wealth Partners, LLC is a small investment advisory firm headquartered in Walnut Creek, CA, boasting two office locations. With a team of three dedicated employees, the firm specializes in providing comprehensive investment advisory services. Each advisor at Integrity Wealth Partners manages an average of approximately $52,080,000 in assets, placing them on par with industry standards. Integrity Wealth Partners employs a diverse compensation structure that includes various types of fees. These include a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm manages a significant portion...
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Assets Under Mgmt

$156.23M

Investment Professionals

3

Locations

1

% 401K & Individual

42%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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