Integral Wealth Management

Retirement Planning Firm in Stanislaus County, CA

Firm Info
Address: 605 E Main St, Turlock, CA 95380, USA
Phone: (209) 633-3101

Firm Size
Assets Under Management: $231.3 million
# of Advisors: 2
# of Clients: 546
Client to Advisor Ratio: 273:1
Average Account Size: $423,646
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Integral Wealth Management Overview

Integral Wealth Management is a registered investment advisory firm that has been in business since 2008. The firm's headquarters are located in Turlock, CA. As a fee-only firm, Integral Wealth Management does not receive any commissions or other financial incentives for recommending specific investment products, ensuring that their advice is always aligned with their clients' best interests. Integral Wealth Management specializes in providing investment advice to individuals and small businesses. They offer financial planning services, helping clients to set and achieve their financial goals, and portfolio management services, providing ongoing monitoring and adjustments to ensure that their clients' investments are on track. In addition to their investment management services, Integral Wealth Management also offers pension consulting services, helping businesses of all sizes to navigate the complex world of retirement planning. Their experienced team can provide customized solutions to meet the unique needs of each client, ensuring that they are well-positioned for a secure financial future.

INTEGRAL WEALTH MANAGEMENT caters to a diverse clientele from different sectors, comprising of individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. These clients have distinct financial goals and objectives, making it imperative for the firm to provide customized financial plans that cater to the unique needs of each client. INTEGRAL WEALTH MANAGEMENT's advisors are equipped to navigate the complex financial landscape, providing sound advice and solutions that help clients gain a firm foothold on their financial future. INTEGRAL WEALTH MANAGEMENT offers different fee structures depending on the services provided. For clients with sizable assets under management (AUM), the firm employs a percentage of AUM structure, where clients pay a percentage fee calculated against their portfolio's overall value. This fee structure aligns the advisor's interests with the client's since the advisor's compensation increases with the client's portfolio's value. For other clients who prefer a more predictable fee structure, the firm offers a fixed fee model. This model is common for clients who require a specific financial service, such as tax preparation, estate planning, or financial planning, where the advisor charges a predetermined fee to the client for the specified service. By providing flexible fee structures, INTEGRAL WEALTH MANAGEMENT delivers superior value to clients, irrespective of their financial status or needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for INTEGRAL WEALTH MANAGEMENT does not mention any investment minimums. According to the note in their brochure, there are no set asset requirements for opening or maintaining accounts. Therefore, it appears that clients of INTEGRAL WEALTH MANAGEMENT can invest whatever amount they feel comfortable with.

How This Office Can Help Stanislaus County, CA Residents

Integral Wealth Management provides comprehensive financial planning and investment management services to clients in Stanislaus County, CA. The firm works with clients to develop a personalized financial plan that includes analyzing their current financial situation, identifying their goals and priorities, and creating a roadmap to achieve those goals. Additionally, Integral Wealth Management offers investment management services that are tailored to each client's unique financial situation and risk tolerance. Clients in Stanislaus County, CA may face a variety of financial situations that Integral Wealth Management can help with. For example, many individuals in the area are small business owners or employees of local businesses. Integral Wealth Management can assist these individuals in developing retirement plans and investment strategies that are tailored to their specific needs and goals. Additionally, residents of Stanislaus County may be facing challenges related to managing debt, saving for college, or navigating complex tax laws. Integral Wealth Management has the expertise and experience to help these individuals overcome these challenges and achieve financial security.

To view the Minimum Investment and Fee Schedule for Integral Wealth Management, visit their Part 2 Brochure.

Services Offered by Integral Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Integral Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 605 E Main St, Turlock, CA 95380, USA
Phone (209) 633-3101
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Integral Wealth Management is registered to service clients in the following states:

  • California
  • Louisiana
  • Texas

Disciplinary History

Integral Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.