Investegrity provides discretionary investment management services to individuals, high-net-worth individuals, trusts, estates, and corporate clients. Investegrity creates personalized investment strategies based on each client's specific goals, time horizons, and risk tolerance. As part of its services, Investegrity may also assist clients in having a financial plan completed at no additional cost, covering topics such as estate planning, taxes, retirement income, and college planning. Investegrity may hire independent sub-advisors to manage portions of client portfolios without charging additional fees. The firm requires a minimum investment of $250,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.88% |
Fees are negotiable based on historical relationships, asset types, account composition, and anticipated future assets.