Integrity Asset Management (IAM) provides ongoing portfolio management based on individual client goals and risk tolerance. IAM creates investment plans and may use model portfolios. IAM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. IAM primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$46M
Clients62
Advisors1
Avg. per Client$750K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Qualified clients may pay a performance-based fee in addition to the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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