We add tremendous value with comprehensive wealth management by getting to know our clients, listening to their needs, earning their trust, and communicating regularly and proactively. The financial planning process helps ensure we understand you and help you meet your goals.
Our comprehensive financial planning services are a long term investment to help you achieve financial security and independence. Our philosophy is that the investment portfolio is just one component of a solid financial plan. Ongoing financial planning is equally as important to investment returns in keeping you on track.
Our target client will have $1,500,000.00 in investible assets and all of our services, including investments and ongoing financial planning, are included in one management fee. At this asset level, we are able to implement our strength in financial planning and obtain institutional share class mutual funds which often have lower fees and higher minimums than other share classes and are generally not available to retail investors.
Integral Financial Solutions has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Why Select A Fee-Only Comprehensive Financial Advisor?
The greater the advisor’s dependence on commission income, the greater the conflict of interest. In the end, that conflict can cost you, both in out-of-pocket expenses and in the quality of service you receive. We see significant benefits in the fee-only model.
Our only means of compensation is by you, the client. We provide impartial recommendations based on each client’s unique circumstances and receive no additional outside income for selling a specific product or by trading your accounts. We also do not participate in referral programs or receive soft dollars.
Fee-only advisors are held to the fiduciary standard which means we always put our clients’ best interests first.