Integrity Financial Strategies (IFS) manages investment portfolios and provides financial planning services. IFS creates personalized investment plans based on your goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Stephanie Farrar is the principal owner of IFS.
Assets Under Management$22M
Clients50
Advisors2
Avg. per Client$430K
Avg. per Advisor$11M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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