Integrity Advisors provides ongoing portfolio management based on your individual goals, time horizon, and risk tolerance. They create an investment policy statement outlining your current situation. They also offer financial planning services covering budgeting, retirement, education funding, tax and estate considerations, risk management, and investment allocation. Integrity Advisors primarily advises on investments in the healthcare sector, including biotechnology and pharmaceuticals.
Assets Under Management$1.9M
Clients17
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Qualified Clients will pay an annual fee of 0.35% of assets under management along with a 10% performance fee based on capital appreciation. If the portfolio rises in value, then the client will pay 10% on that increase in value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...