Integrity Dynamic Investments offers ongoing, active portfolio management. Their "Integrity Dynamic Matrix Strategy" is a discretionary program tailored to individual client needs based on their financial situation, risk tolerance, and investment objectives. The strategy aims to concentrate investments in the strongest asset classes and securities, using fundamental, technical, relative strength, and quantitative analyses.
Assets Under Management$4M
Clients5
Advisors1
Avg. per Client$800K
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts greater than $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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