a tailor-made solution for the everyday millionaire
Get the service that you deserve
managing the full picture – not just your investment portfolio
get confidence about your overall plan
We do our best work for people who are:
On either side of Retirement
key strategies for the 5-10 year window on either side of retirement
Planning for Large Taxable Events
potent solutions for selling a business, real estate, RSU’s, and concentrated positions
Running a Highly Profitable Business
maximize the business you’ve built and make the most of your cash flow
Top tier tech to provide you a top tier experience
Portfolio insights, in-depth planning, and tax strategy
All at your fingertips
As well as personable, kind, honest people that you can call, text, or email. No chat bots. No busy phone lines.
What else makes us different?
✅ A fair price with our fees start at 0.7% and then decline thereafter. For example, a $3M portfolio is only 0.567%
✅ A holistic approach with a focus on lowering fees and your lifetime taxes
✅ data-driven investing and portfolio construction – indexing plus factors (high profit, momentum, quality, value & more)
✅ cutting edge solutions for key taxable events (concentrated positions, liquidity events, selling your business, selling RE), much better than direct indexing – AQR, tax aware long/short SMAs, long/short direct indexing, Flexible SMAs
Get a 2nd opinion
Trust, but verify.
Get feedback on red flags in your portfolio, total fees in dollars and percentages, Roth conversion & Roth strategy, social security optimization, key tax moves you are missing, and more. Direct Access to DFA Funds, tax-aware long/short SMAs, long/short direct indexing
Comprehensive National Services & Reach, Fee-Only Compensation, Invest with Integrity
This model minimizes conflicts of interest.
A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything. They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching.
We strongly encourage you to work with a fee-only Advisor. We are a low cost DFA Advisor firm.
Tax aware long/short SMAs, long/short direct indexing
About Integrity Investment Advisors
- Firm Type: RIA, Fee Only Fiduciary (no commissions), Low Cost – we help you cut out the middlemen
- Investment Approach: Evidence-Based & Data-Driven, Indexing, Factor Investing, Long-Short Indexing & Direct Indexing
Direct Indexing: Yes
Long-Short Direct Indexing: Yes, AQR, Quantinno, Blackrock
- Tax Aware Long-Short Direct Indexing: Yes, we are starting new accounts at Schwab
Institutional Tools: AQR, DFA, Vanguard, iShares, Avantis, Cliffwater, JP Morgan, Charles Schwab
Tax Strategy: Advanced Tax Strategy, Potent Tax-Loss Harvesting, Long-Short Direct Indexing, Roth Conversions & Roth Strategy, Concentrated Stock Solutions, Liquidity Events
- Custodians we Have Access To: Schwab, Fidelity, Pershing
Fully Integrated Approach: Portfolio Management, Tax Strategy, Financial Planning (separate fee for tax prep offered by sister tax firm)
Fee Structure: 0.70% on first Million & declines swiftly thereafter*
We’re a Great Fit For People: High-Net-Worth Clients ($3M+), 5 to 10 years pre or post-retirement, building businesses, or holding/accumulating concentrated stock, Business Owners, and Large Liquidity Events, Work with Clients nationwide
Unique Differentiator: Tax Strategy, Competitive Fees, Integrated Approach, Highly Responsive
*Please consult your advisor for your specific fee schedule. All fees are specific to individual clients may vary based on the scope of services provided.
Learn more HERE
Disclosures:
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See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
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