Integris Wealth Management, LLC

Integris Wealth Management, LLC is an SEC Registered Investment Adviser founded in 1997 and based in Monterey, CA. The firm is independent, fee-only, and team-based, acting as a fiduciary for clients. They offer investment management and comprehensive financial planning services to individuals, families, trusts, pension and profit-sharing plans, for-profit corporations, and not-for-profit corporations. Integris' services include investment management, financial sustainability analysis, legacy and incapacity planning, risk management, and other financial planning. The firm's investment strategy focuses on understanding clients' goals, determining appropriate asset allocation, and utilizing passive mutual funds and exchange-traded funds for diversification. Integris charges an annual fee based on a percentage of assets under management, with a minimum fee structure. Clients have investment discretion within agreed-upon guidelines, and the firm does not charge performance-based fees. Integris does not have a minimum account size requirement but suggests services are best suited for those with around $1 million or more in investable assets. The firm does not participate in wrap fee programs and primarily uses Schwab Institutional for brokerage services. Integris has not been involved in any disciplinary actions and maintains a client-focused approach with transparent fee structures and no compensation from third parties.