Integrity Investment Advisors offers portfolio management and financial planning services. Financial planning covers cash management, risk management, education funding, retirement planning, estate planning, and tax planning. Portfolio management includes portfolio design, monitoring, rebalancing, and tax lot accounting. The firm may use a sub-advisor, Focus Partners LLC, for investment management services. They also offer insurance consulting through DPL Financial Partners LLC.
Fee Structure
Integrity Investment Advisors charges an annual fee based on a percentage of your portfolio, billed quarterly. The fee ranges from 0.3% to 1.25% of your portfolio, subject to a minimum fee. There are different minimum fees depending on the service level: $7,000/year for Core Wealth and $20,000/year for Private Wealth. If Integrity Investment Advisors uses a sub-advisor, Focus Partners, you will not pay any additional fees to them. For assets held away at another institution, Integrity Investment Advisors may charge a percentage-based fee if they have continuous access to data, or a fixed annual fee between $1,000 and $10,000 if they do not.