Integritas Semper, LLC offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. Integritas Semper may request authority to select securities and execute transactions without prior permission from the client.
Assets Under Management$1.5M
Clients32
Advisors1
Avg. per Client$47K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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