Integrity Advisors offers investment management through several programs, including advisor-managed accounts and in-house managed trading strategies focused on growth or income. They also provide financial planning and consulting services, creating detailed plans to help clients achieve their financial goals. Investment strategies are tailored to individual client needs and objectives.
Assets Under Management$12M
Clients35
Advisors1
Avg. per Client$340K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. On occasion, to accommodate a client’s specific fee applicable to their account market value, Integrity Advisors may lower the fee (but never raise the fee) without requiring a new fee agreement to be executed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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