Integrity Financial offers wealth management, business financial planning, and legacy planning. Services include investment consulting, financial planning, and 401(k) plan management. Integrity uses a macro-diversified portfolio managed in line with client goals and risk tolerance. Alternative investment strategies may also be implemented.
Assets Under Management$680M
Clients1,825
Advisors15
Avg. per Client$370K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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