Integrity Advisory Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Advisory Partners is a small SEC‑registered investment adviser that provides ongoing investment management and separate financial planning and consulting primarily to individual and high‑net‑worth clients. The firm manages roughly $46 million for about 40 clients and generally requires a $1,000,000 minimum for investment management engagements, with exceptions allowed.
Integrity develops client‑specific investment policy statements and employs fundamental analysis, charting and a mix of long‑ and short‑term strategies (including options) to implement portfolios, with accounts available on either a discretionary or non‑discretionary basis. Notably, the brochure reports that the majority of assets are managed non‑discretionarily (approximately $37,038,729 non‑discretionary versus $9,069,214 discretionary), and accounts are reviewed at least monthly.
A partner in the firm is a Certified Public Accountant and the brochure discloses that accounting‑related advice may be offered alongside advisory services, a relationship the firm identifies as a potential conflict of interest. The firm also discloses several operational features that distinguish it from peers: it does not offer wrap programs or performance‑based fees, it recommends Schwab Advisor Services as custodian (and receives related custodial benefits), and it leaves proxy voting to clients.
Client services
Expertise
Fee options
Typically ranges from $5,000 to $50,000, depending on complexity
$0 - $100,000: 2.00% annually $100,001 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually
$200 to $300 per hour
Account minimum: $1,000,000 Fee-only: Investment advisory fees only; no commissions or other compensation accepted
Main office
11 Broadway, Suite 615
New York NY 10004
Advisors at this office
2
Most active in
Maryland · New York
Also doing business as
Integrity Advisory Partners LLC · Integrity Financial Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Adam L
PFS™, Series 66
New York, NY
Integrity Advisory Partners LLC
Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 14 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Advisory Partners LLC for the same period. In addition to his advisory role, he provides tax preparation, tax planning, and accounting services as part of his other business activities. Integrity Advisory Partners is a small SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm focuses on client-specific investment policy statements and employs fundamental analysis, charting, and a combination of long- and short-term strategies, with most assets managed on a non-discretionary basis.
Ryan C
Series 66
New York, NY
Integrity Advisory Partners LLC
Ryan Cole is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at Integrity Advisory Partners LLC since 2012 and is also associated with Integrity Financial Partners, Inc. and Liberty Mutual. Outside of advising, he is involved in tax preparation and accounting as a partner at Integrity Financial Partners and acts as an independent insurance agent and business consultant with Liberty Mutual. Integrity Advisory Partners is a small SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm offers personalized investment management and financial planning, using a mix of fundamental analysis, charting, and both long- and short-term strategies, with a majority of assets managed on a non-discretionary basis.
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