Financial Integrity Advisors (FIA) provides investment management services on both a discretionary and non-discretionary basis. FIA also offers ERISA plan services to qualified retirement plans as a 3(21) or 3(38) advisor. Additionally, FIA provides financial planning and consulting services, including full financial plans, consultation services, and ongoing services. FIA also holds seminars and workshops to educate the public.
Assets Under Management$3.5B
Clients1
Advisors1
Avg. per Client$3.5B
Avg. per Advisor$3.5B
Fee Structure
Minimum Investment:$250K
FIA charges up to 1% annually of the value of your portfolio for investment management. This fee is negotiable, and accounts within the same household may be combined for a reduced fee. The fee is billed monthly in advance based on the average daily balance of the account for the previous month.
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