Fee Structure - Integrity Wealth Advisors

Clients have a choice of 3 transparent fee options. The vast majority of our clients choose our flat-percentage AUM Fee (Assets Under Management) which includes ongoing portfolio management as well as annual financial planning through RightCapital™ -- one of the top industry leaders¹ in digital wealth forecasting and tax planning. Assets under our management are custodied through Charles Schwab’s award-winning² and low-cost platform. Our AUM Fee is designed to step down in stages as your Household Balance increases.

Household Balance

0-$499,000

1.50%

$2,500 Minimum Charge

Includes Financial Planning at no charge

Household Balance

$500,000-$1 Million

1.25%

Includes Financial Planning at no charge

Household Balance

$1 Million+

1.00%

Includes Financial Planning at no charge

Comprehensive

Financial Plan ONLY

$5,000

For those who want a stand-alone Comprehensive Financial Plan (without transferring their assets under IWA’s management) we have a set fee of $5,000.

Stand-alone

Hourly Consulting

$350/hr

For those in need of stand-alone business planning or consulting on an hourly basis, our rate is $350.

¹ RightCapital™ declared #1 in Overall Satisfaction by the 2025 Kitces Report and Highest User Satisfaction by G2 Reviews.
² Charles Schwab declared #1 in Wealth Management, 2025 Most Trusted Financial Companies by Investor’s Business Daily / Marketwatch.

We are a local independent financial planning and investment management firm, focused on one goal – helping you make wise financial decisions.

Ventura

196 S Fir St, Ste 140
Ventura, CA 93001

Phone: (805) 339-0760

Ojai

205 S Signal St,
Ojai, CA 93023

Phone: (805) 646-3729

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Integrity Wealth Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Integrity Wealth Advisors and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integrity Wealth Advisors unless a client service agreement is in place.

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