Fintegrity manages investment portfolios for individuals and organizations, tailoring them to each client's unique needs and goals. Fintegrity also provides financial planning services to help clients determine retirement needs and sustainable spending during retirement. Services are customized to each client's needs and preferences.
Assets Under Management$51M
Clients27
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Investment management fees are generally not negotiable. Fintegrity requires a minimum of $1 million to establish a new advisory account. However, Fintegrity retains the right to reduce or waive the management fee and minimum balance requirement on any client account at the sole discretion of the Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...