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Brooke Hill Gaither

Integral Wealth Management

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About Brooke Hill Gaither

Brooke Hill Gaither is a financial advisor at Integral Wealth Management, based in TURLOCK, CA. Brooke has been working in the financial industry since 2016. Brooke is licensed to provide investment advice in the state of California. Brooke is a Certified Financial Planner™. Brooke has experience working with individual and institutional investors, including individuals, families, and small businesses. Brooke has a particular interest in helping clients with financial planning, retirement planning, and investment management. Brooke is committed to providing her clients with personalized advice and guidance.

Firm Information

Brooke Gaither is currently registered with Integral Wealth Management. Integral Wealth Management is a Registered Investment Advisor located in Turlock, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. They manage approximately $535,767,979 in assets for 957 clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations.
Integral Wealth Management

605 E MAIN STREET

TURLOCK, CA 95380

$535.77M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Gaither’s Registration & Firm History

CA

07/10/2024 - Present

Integral Wealth Management (TURLOCK CA)

CA

04/08/2024 - 07/10/2024

LPL FINANCIAL LLC (MODESTO CA)

CA

05/23/2016 - 04/22/2024

CHARLES SCHWAB & CO., INC. (Stockton CA)

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Licenses & Designations

BOTH

Issued 07/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Hill Gaither.
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