Financial Integrity Advisors, LLC
Assets Under Management
$3.5B
Number of Clients
1
Number of Advisors
2
Average Client AUM
$3.5B
AUM per Advisor
$1.8B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FIA provides discretionary and non-discretionary asset management, ERISA plan services as a 3(21) or 3(38) advisor, institutional asset management, and financial planning services including full financial plans and consultation services. They also offer seminars and workshops.
Fee Structure
FIA charges up to 1% annually for asset management, billed monthly in advance. ERISA plan service fees are also capped at 1% annually and are negotiable. Institutional asset management has a $10 million minimum and fees are negotiable. Financial planning is offered hourly at $300/hour or fixed between $3,500 and $10,000. Ongoing financial planning ranges from $1,200 to $24,000 annually, paid monthly in advance. Seminars and workshops are $1,875/day in person and $350/day virtually.
Areas of Practice
Location
1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103