Financial Integrity Advisors manages investment portfolios and provides comprehensive financial planning for individuals, families, and business entities. Financial Integrity Advisors offers both discretionary and non-discretionary portfolio management, meaning the registered investment advisor can make trades on your behalf or ask for your approval first. In addition to investment management, Financial Integrity Advisors creates full financial plans covering retirement strategies, cash flow analysis, tax reduction strategies, risk management, and estate preservation. The firm also provides retirement plan consulting for employers and institutional asset management. Financial Integrity Advisors requires a minimum of $250,000 to open an account, and fees are charged as a percentage of the value of your portfolio or as flat/hourly fees for planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is no more than 1% of assets under management. Fees are negotiable and accounts within the same household may be combined.