Intirety, LLC provides ongoing management of investments and financial planning, primarily to individuals. Investment portfolios consist mainly of mutual funds and exchange-traded funds (ETFs), as well as individual stocks. Intirety manages assets on either a discretionary or non-discretionary basis, depending on the client's preference.
Fee Structure
Intirety charges a percentage-based fee for managing your investments, plus administrative and operational costs, and an annual account fee. Accounts managed with discretion are charged 1% plus .45% on the first $50,000 and .25% on assets over $50,000, plus a $40 annual fee. Accounts managed without discretion are charged .45% on the first $50,000 and .25% on assets over $50,000, plus a $40 annual fee. The Investment Advisor Representative may also offer to manage the assets for a fixed fee not to exceed 1.45% for discretionary accounts and .45% for non-discretionary accounts.