Integrity Financial Advisors, LLC
Assets Under Management
$52.8M
Number of Clients
356
Number of Advisors
2
Average Client AUM
$148K
AUM per Advisor
$26.4M
Compensation
Fee-Only (AUM)
About This Firm
Integrity Financial Advisors, LLC, founded in 2017, provides ongoing investment advisory services using platform providers or sub-advisors for portfolio management. They offer comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth individuals, families, and small businesses. The firm also provides advice on held-away accounts like annuity contracts and employer-sponsored retirement plans.
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
Location
144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548