Integrity Advisory Solutions provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. They offer portfolio management services through wrap and non-wrap fee programs, as well as financial planning and retirement plan consulting. Many advisors operate as independent contractors under Integrity Advisory Solutions' supervision.
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.