Integritas Financial, LLC offers investment management and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs and goals. Financial planning covers areas like retirement, risk management, college savings, and estate planning. Clients can choose ongoing or project-based financial planning services. Integritas Financial requires a minimum of $250,000 in assets under management for wealth management services.
Assets Under Management$22M
Clients21
Advisors1
Avg. per Client$1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Trust accounts are billed at a flat 1.00% annual fee. Minimum annual fee for Wealth Management Services is $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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