Integrity Financial Advisors, LLC

Assets Under Management

$52.8M

Number of Clients

356

Number of Advisors

2

Average Client AUM

$148K

AUM per Advisor

$26.4M

Compensation

Fee-Only (AUM)

About This Firm

Integrity Financial Advisors, LLC provides ongoing investment advisory services using platform providers or sub-advisors for portfolio management. They offer comprehensive financial planning and discretionary portfolio management to individuals, high net worth individuals, families, and small businesses. The firm also provides advice on held-away accounts.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location

144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548

2 Advisors at this firm