Advisor at Integral Wealth Management
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Firm
Integral Wealth Management
Location
Turlock, CA 95380
Credentials
CFA®, Series 65
Industry experience
10 years
Michael Abram is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Integral Investment Advisors, Inc. since 2015 and briefly attended California State University, Stanislaus in 2016. Beginning in December 2024, he will serve as the Treasurer for the City of Turlock, managing the city’s fixed income investment portfolio. 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 total-return orientation and employs a tactical sector tilt, using a variety of instruments including options 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 · Texas
California State University, Stanislaus
2016 - 2016 (1 year)
Integral Investment Advisors, Inc.
2015 - Present (11 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
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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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