Integrity Investing is an investment advisory firm founded by David Verbruggen, offering discretionary portfolio management services. Integrity Investing provides two distinct investment programs: Tailwinds, which utilizes diversified exchange-traded funds and tactical entry and exit signals, and Accelerated Tailwinds, a more aggressive approach that employs leveraged exchange-traded funds based on the same signals. The firm emphasizes transparent communication regarding market risks and aims to help clients grow their resources. Integrity Investing requires clients to use Charles Schwab for custody and brokerage services. The firm does not offer standalone financial planning services or financial plans, focusing entirely on investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are charged quarterly in arrears based on the average daily value of the account. The fee level applies to the entire balance and is not stair-stepped down. Fees are non-negotiable.