Advisor at Integral Wealth Management
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Firm
Integral Wealth Management
Location
Turlock, CA 95380
Credentials
CFP®, Series 65
Industry experience
3 years
Mallory Sise is a CFP® and holds a Series 65 designation, currently serving at Integral Wealth Management with three years of industry experience. Prior to joining Integral, she worked at Crosspoint Church and held positions at California State University, Stanislaus, and Thomas Downey High School. Integral Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm focuses on asset-allocation-based portfolio construction with a top-down, total-return approach and uses a range of investment instruments, including derivatives and digital-asset strategies.
Based on Integral Wealth Management
Flat fees range from $1,500 to $10,000 for Financial Planning services.
up to 1.50% annually
Fee-only: Flat fees range from $1,500 to $10,000 for Financial Planning services.
605 E Main Street
Turlock, CA 95380
California
Integral Investment Advisors, Inc DBA Integral Wealth Management
2022 - Present (4 years)
Crosspoint Church
2018 - 2020 (2 years)
California State University, Stanislaus
2018 - 2022 (4 years)
Thomas Downey High School
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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