Advisor at Integrity Wealth Management, Inc
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Firm
Integrity Wealth Management, Inc
Location
Greenwell Springs, LA
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Michael Patton is a CFP® professional with 18 years of experience in financial advising. He has been with Integrity Wealth Management, Inc., an independent firm based in Greenwell Springs, LA, since 2007. In addition to his advisory role, Patton contributes regularly as a columnist for Forbes.com and a contributing editor for Investment Advisor Magazine. Integrity Wealth Management serves affluent and high-net-worth clients, including business owners, executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm employs a tailored investment approach combining passive and active strategies, with an emphasis on ETFs and downside risk management techniques.
Based on Integrity Wealth Management, Inc
Based on Integrity Wealth Management, Inc
Based on Integrity Wealth Management, Inc
<$100,000 - $100,000: 1.30% $100,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.65% $2,000,000 - $2,999,999: 0.55% $3,000,000 - $4,999,999: 0.40% $5,000,000+: Negotiable
Account minimum: $150,000 (may be met with multiple accounts; exceptions possible) Minimum fee: Financial planning initial fee typically between $1,000 to $2,000; renewal fee typically $250, $300, or $350 per calendar quarter depending on complexity Fee-only: Firm is fee-only; does not receive commissions at any time.
Greenwell Springs, LA
Louisiana
Integrity Wealth Management
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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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.
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