Integrity Advisory Solutions

Integrity operates on a fee-only basis, which means it is paid directly by clients and does not accept commissions, referral fees, or revenue-sharing payments from product providers. This model aligns the firm's incentives with client outcomes — compensation rises or falls with portfolio values, not transaction volume. Fee-only status is a basic structural test for fiduciary RIA classification under the Investment Advisers Act of 1940.

No. The firm constructs portfolios using third-party mutual funds, ETFs, and separately managed accounts rather than running internal hedge funds or proprietary limited partnerships. This open-architecture approach means the due-diligence function is strictly about manager selection and monitoring, not asset gathering for a house product, reducing the conflict of interest that appears when an advisor is both gatekeeper and manufacturer.

Multi-family offices typically bundle investment management with concierge services — bill payment, household payroll, aircraft management, philanthropic administration — under one roof. Integrity sticks to the investment-advisory and financial-planning lanes. That narrower charter can appeal to families who already have established relationships with a CPA, estate attorney, or private bank and want their advisor focused exclusively on capital allocation and planning rather than lifestyle management.

Integrity's primary client base is individuals and families, per its public profile as an RIA. Some registered investment advisors of its type also accept corporate retirement plans or small endowments, but the firm's marketing and footprint — single office, Dallas-based — suggest a concentration on private-wealth relationships rather than competing for institutional RFPs against larger outsourced-CIO providers.

Alternatives — including private real estate, private credit, and absolute-return strategies — are evaluated as part of the broader asset-allocation framework, not as a standalone silo. The firm places weight on operational due diligence and fee alignment when considering private funds, and tends to favor managers with strategy capacity discipline and transparent reporting. Access is typically achieved through client-qualified fund subscriptions rather than through proprietary deal-by-deal co-investment programs.