Integrity Financial Planning offers investment management and financial planning services. Investment management involves creating personalized, low-cost portfolios using individual stocks and exchange-traded funds. Financial planning helps clients analyze their financial situation and achieve their goals, covering areas like budgeting, investment, retirement, tax, risk management, estate, and education planning. General consulting is also available on an hourly basis.
Assets Under Management$4.1M
Clients14
Advisors3
Avg. per Client$290K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$500K
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 - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. An additional 0.50% annual fee applies for managed option overlay strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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