Integrity Capital Management has been in business since 2006, operating out of Kingsport, Tennessee, and manages investment portfolios while providing personalized financial planning. The firm builds diversified, global, multi-asset class portfolios primarily using mutual funds and exchange-traded funds tailored to each client's risk tolerance and return needs. In addition to ongoing portfolio oversight and weekly analysis for rebalancing opportunities, Integrity Capital Management prepares written financial plans covering areas such as retirement planning, tax strategies, estate planning, insurance needs, and education funding. The firm emphasizes a strategic asset allocation approach designed to reduce risk and volatility without sacrificing long-term returns. Clients work directly with experienced professionals, several of whom hold advanced designations like Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are negotiable for accounts above $5 million. Accounts in the same household are combined.