Integrity First Planners, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Integrity First Planners (IFP) offers personalized financial planning and investment management services to individuals and business entities. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. IFP's president is also a licensed insurance agent and a registered representative of a broker-dealer, which may create conflicts of interest.
Assets Under Management$50M
Clients68
Advisors1
Avg. per Client$740K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.70% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Qualified clients may also choose to pay a performance fee of 10% on all quarterly gains, based on a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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