Integrity Financial Group, based in Fort Worth, TX, provides discretionary portfolio management services. They tailor investment advice to meet individual client needs and objectives. They may use sub-advisers to manage portions of client accounts and may recommend third-party money managers. They also offer advisory services through the AssetMark Platform. The firm advises on various investments, including equities, mutual funds, ETFs, and real estate.
Assets Under Management$27M
Clients109
Advisors3
Avg. per Client$250K
Avg. per Advisor$8.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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