Integrity Investment Advisors provides independent investment management and financial planning services. Founded in 2006, the firm helps clients protect and accumulate wealth through personalized financial plans and portfolio management. Integrity Investment Advisors creates comprehensive financial plans covering cash flow management, risk management, investment planning, tax strategies, retirement planning, and estate planning. Investment management can be handled on a discretionary basis, where the firm makes trades without prior consultation, or on a non-discretionary basis, where the firm consults with the client before making any investment changes. The firm also offers guidance on retirement plan rollovers and coordinates with related tax and accounting professionals. Integrity Investment Advisors serves individuals, families, trusts, non-profit organizations, and businesses with a focus on long-term broad diversification and low-cost investment options.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be higher or lower based on account size, asset complexity, and other unique factors.