Assets Under Management
$512.3M
Number of Clients
2,427
Number of Advisors
96
Average Client AUM
$211K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrity Advisory Solutions is a fee-only RIA offering wrap and non-wrap portfolio management, financial planning, consulting, retirement plan consulting, and client referral services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. They operate through a network of independent contractor IARs.
Fees are based on the program selected. The firm offers wrap and non-wrap fee programs. In a non-wrap program, clients will separately incur commissions and/or other transaction charges for each trade placed in the client’s account in addition to investment advisory fees. The brochure mentions that fees charged through the Envestnet Asset Management Program may be as high as 2.8% per year or greater depending on account size, household aggregation, the use of overlays, model or manager fees, and other services selected.
1445 Ross Ave Fl 55, Dallas, TX, 75202