Financial Integrity Advisors, LLC

Financial Integrity Advisors, LLC is a Philadelphia-based firm established in 2003 by Philip M. Harris, offering asset management services since 2009. The firm specializes in providing discretionary and non-discretionary asset management services tailored to individual client investment goals, time horizons, and risk tolerance. They also offer ERISA plan services as a 3(21) or 3(38) fiduciary, assisting plan sponsors with investment decisions. The firm's investment strategies include fundamental, technical, and cyclical analysis, focusing on factors that determine value and future earnings. Clients must have a minimum account size of $250,000, with fees not exceeding 1% annually, billed monthly based on average daily balance. The firm does not sponsor wrap fee programs and had $5,396,899 in discretionary assets and $12,431,858,755 in non-discretionary assets under management as of December 31, 2022. Additionally, the firm's principal executive officer, Philip M. Harris, holds certifications including AIF®, LUTCF®, and RFC®, and has over two decades of experience in the financial industry. Clients can contact Philip M. Harris for further information or assistance.