Integrity Financial Advisors offers financial planning and investment management using third-party platform providers or sub-advisors for portfolio management. Integrity maintains client relationships and monitors changes in client circumstances. The firm provides services to individuals, families, high net worth individuals, and small businesses.
Fee Structure
Integrity Financial Advisors charges a fee based on a percentage of the value of your portfolio, not to exceed 1.70% annually. This fee includes Integrity's fee plus any applicable sub-advisory or platform provider fee. The fee covers advisory services, trade entry, investment supervision, financial planning, and other account maintenance activities. Fees are billed monthly at the end of the billing period, based on the average daily balance or market value of the previous month. New accounts are part of a wrap fee program, covering all transaction fees, while legacy accounts transition into the program.