Integrity Investment Advisors (IIA) offers financial planning and investment management services. IIA creates financial plans addressing cash flow, risk management, investments, tax strategies, retirement, and estate planning. For asset management, IIA typically starts with a financial plan to create investment guidelines. IIA can manage assets on a non-discretionary or discretionary basis. IIA may recommend third-party managers.
Assets Under Management$57M
Clients184
Advisors5
Avg. per Client$310K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and any other unique factors that may exist.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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