Integrity Financial Corporation
Assets Under Management
$680.1M
Number of Clients
1,825
Number of Advisors
15
Average Client AUM
$373K
AUM per Advisor
$45.3M
Compensation
Fee-Only (AUM)
About This Firm
Integrity Financial offers wealth management, business financial planning, and legacy planning. Investment focus is asset allocation, with custom-tailored advice. They also offer investment consulting services to family offices, emphasizing risk management. They utilize Betterment for Advisors platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Fees for financial planning are a negotiable fixed fee, not to exceed $20,000. Individually managed accounts have negotiable fees ranging from 0.0% to 1.5% annually, based on account size and complexity. 401(k) plan management fees range from 1.00% to 0.50%, with higher amounts being negotiable. Family office investment consulting fees range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis. Where consulting services are ongoing, the annual fee will not exceed 1.50%.
Areas of Practice
Location
680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001