Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity charges an annual fee based on a percentage of assets under management, not to exceed 2.00%. This fee includes the firm's fee plus any applicable sub-advisory or platform provider fee. Fees are billed monthly in arrears, based on the average daily balance or the market value of the previous month. Fees may be negotiable based on the length of the client relationship, the number of family members associated with the client, and complexity. Accounts managed in the Wrap Fee Program will pay one fee that covers all program transaction fees, including ticket charges, commissions, and other charges for trading and custody.
Areas of Practice
Advisor Information
Office location
144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is the President and Office Manager of Integrity Financial Group, LLC, an insurance company, since 2013. This takes nearly full-time, involving business planning, client services, accounting, and DBA for securities and advisory services.