Integrity Wealth Partners, LLC

Integrity Wealth Partners, LLC is a financial advisory firm based in Walnut Creek, CA, established in 2013. The firm, owned by Ryder Brose, offers a range of services including asset management, financial planning, and retirement plan consulting. For asset management clients, the firm provides tailored investment portfolios with a focus on continuous supervision and regular rebalancing. Additionally, the firm offers a service called Pontera for accounts not directly held in custody, leveraging an Order Management System for tax-efficient asset allocation. Financial planning services cover various areas such as investment, retirement, estate, and tax planning. The firm charges fees based on a percentage of assets under management, with rates ranging from 0.80% to 1.5%. Financial planning and consulting services are charged on a recurring basis or hourly/flat fee, with rates ranging from $150 to $400 per hour. Integrity Wealth Partners does not charge performance-based fees and requires a minimum account balance of $250,000 for asset management services. The firm acts as a fiduciary, putting clients' interests first and does not sell securities for commissions in advisory accounts. Clients have investment discretion, and the firm reviews accounts quarterly. The firm does not accept proxy authority to vote client securities and does not have custody of client funds. Integrity Wealth Partners has no material changes since its last annual update in February 2014 and has no disciplinary events to report.