Integrity Advisory Solutions is a registered investment advisor based in Dallas, Texas. The firm offers a wide range of services including discretionary and non-discretionary portfolio management, financial planning, hourly consulting, and retirement plan consulting for individuals, high-net-worth clients, trusts, and businesses. Portfolio management is delivered through various programs, including direct management by advisors, third-party sub-advisers, and wrap fee programs sponsored by affiliates like Integrity Alliance. Advisors use fundamental and technical analysis, asset allocation, and strategies such as tactical and strategic asset allocation, modern portfolio theory, and adaptive asset allocation. The firm emphasizes personalized guidance tailored to each client's goals, risk tolerance, and financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.