Integrity Investment Management manages investment portfolios and offers financial planning services. They tailor investment plans to individual client needs, considering goals, risk tolerance, and time horizons. They also refer clients to third-party money managers. Financial planning services cover cash flow, college savings, estate planning, financial goals, investment analysis, retirement planning, and risk management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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