Integrity Alliance is a registered investment advisor and broker-dealer that offers a wide range of financial services through a nationwide network of independent advisors. The firm provides discretionary and non-discretionary investment management, model portfolios, third-party sub-advisory programs, and retirement plan consulting. Clients can access various investment platforms, including wrap-fee and non-wrap programs across multiple custodians. In addition to investment management, Integrity Alliance offers financial planning, hourly consulting, and retirement plan participant consulting services. The firm specializes in working with individuals, high-net-worth families, corporations, trusts, and retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.