Integrity Advisory Partners provides investment management services tailored to individual client goals and risk tolerance. This includes establishing investment policy statements, financial planning, portfolio construction, and ongoing investment management. They also offer separate financial planning services covering areas like investment, retirement, education savings, and charitable giving. Clients can receive advice on a limited basis, such as estate planning or portfolio reviews. Integrity does not offer wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Integrity retains the right to modify fees in its sole and absolute discretion, on a client-by-client basis. Factors considered include the complexity and nature of the advisory services provided, anticipated amount of assets to be placed under management, anticipated future additional assets, related accounts, portfolio style, and account composition. Integrity may combine related household accounts for fee calculation purposes.