Integrity First Financial Planning provides investment advice and financial planning to individuals and high net worth individuals. Integrity First creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, education savings, and tax preparation. Clients are not obligated to implement recommendations.
Assets Under Management$15M
Clients14
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$15M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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