Integrity Wealth Advisors offers asset management, comprehensive portfolio management, and standalone financial planning services for individuals, high-net-worth clients, trusts, and estates. Integrity Wealth Advisors creates customized portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, often utilizing model portfolios from third-party managers while retaining full control over trading decisions. The firm also assists clients with retirement planning, estate planning, tax strategies, and insurance evaluations. Integrity Wealth Advisors emphasizes a personalized, service-oriented approach designed to align with each client's specific financial goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee for asset management is 1.50% and for comprehensive portfolio management is up to 1.75%.