Assets Under Management
$680.1M
Number of Clients
1,825
Number of Advisors
15
Average Client AUM
$373K
AUM per Advisor
$45.3M
Compensation
Fee-Only (AUM)
Integrity Financial offers wealth management, business financial planning, and legacy planning. Investment focus is asset allocation, with custom-tailored advice. Alternative investment strategies may be implemented. Also provides investment consulting services to family office clients and 401(k) plan management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001