Integris Wealth Management

Wealth Management Firm in Monterey County, CA

Firm Info
Address: 435 Washington St Suite A, Monterey, CA 93940, USA
Phone: (831) 333-1717

Firm Size
Assets Under Management: $511.3 million
# of Advisors: 8
# of Clients: 758
Client to Advisor Ratio: 95:1
Average Account Size: $674,568
# of Offices: 1

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

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)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Integris Wealth Management, LLC Overview

INTEGRIS WEALTH MANAGEMENT, LLC is a fee-only registered investment advisory firm that has been providing investment advice to its clients since 2006. With headquarters located in Monterey, CA, this firm has attracted a large number of individuals and small businesses in need of portfolio management services. INTEGRIS WEALTH MANAGEMENT, LLC prides itself in providing financial planning services tailored to the unique needs of its clients. The firm's investment advice only approach ensures that clients receive unbiased financial guidance. Clients can trust that the recommendations made by this firm are solely based on their best interest. As a fee-only registered investment advisory firm, INTEGRIS WEALTH MANAGEMENT, LLC charges a transparent fee for their services with no commissions or hidden fees. Their portfolio management services follow a disciplined investment strategy that focuses on minimizing risk while maximizing returns. Through this approach, clients can expect to achieve their financial goals while minimizing the risk of losing their hard-earned money. Overall, INTEGRIS WEALTH MANAGEMENT, LLC is an investment advisory firm dedicated to providing top-quality investment advice only services to its clients. With their personalized approach to financial planning and portfolio management, clients can trust this firm to help them achieve their financial goals.

INTEGRIS WEALTH MANAGEMENT, LLC is a financial advisory firm that caters to a diverse range of clients. Their broad spectrum of services is tailored to meet the unique financial goals and objectives of individuals, high net worth individuals, pension or profit sharing plans and charitable organizations. With an extensive background in wealth management, INTEGRIS works diligently to provide essential advisory services to all clients looking to grow, preserve and manage their wealth effectively. With a focus on providing exceptional service, the firm has developed a reputation for offering financial guidance that is strategic, holistic, and customized to fit individual needs. INTEGRIS WEALTH MANAGEMENT, LLC offers several fee structures that are adaptable to their clients' needs. Clients can choose from percentage-based fees on assets under management, where fees decrease as assets rise. Alternatively, hourly fees are available for those requiring specific services or investment advice. There are also fixed fee options for clients who prefer to have a set rate for specific services or for those who want to limit their expenses. It is important to note that the firm’s fees cover all essential financial services, including investment management, financial planning, estate planning, and more. Clients can be at ease knowing that they will undoubtedly receive the highest possible level of service while still receiving transparency in terms of fees and value of service.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of INTEGRIS WEALTH MANAGEMENT, LLC, there is a note about investment minimums that states, "We generally require a minimum investment of $500,000 per household/client relationship." Therefore, it can be inferred that the firm's investment minimum is $500,000 for each household or client they work with.

How This Office Can Help Monterey County, CA Residents

Integris Wealth Management provides expert financial planning and investment management services to clients in Monterey County, CA. The region is home to a diverse population, including retirees, business owners, and young families, all of whom have unique financial situations and goals. For retirees in Monterey County, Integris Wealth Management offers personalized retirement planning strategies that incorporate factors such as social security benefits, healthcare costs, and estate planning. For business owners, the firm provides guidance on business succession and tax planning strategies, helping to ensure a smooth transition of ownership and maximize profits. For young families, Integris Wealth Management provides education savings plans, financial planning assistance, and investment management services that help lay the foundation for a secure financial future. Overall, the firm's comprehensive approach to financial planning helps clients in Monterey County, CA achieve greater financial confidence and flexibility.

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

Services Offered by Integris Wealth Management, LLC

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 Integris Wealth Management, LLC 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
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 435 Washington St Suite A, Monterey, CA 93940, USA
Phone (831) 333-1717
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Integris Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Oregon
  • Texas

Disciplinary History

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

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs