Fiduciary Wealth Management for $2–$20 Million Families
Fintegrity® is an independent, fee-only fiduciary Registered Investment Adviser serving families with $2–$20 million in investable assets. Led by Jeffrey Barnett (Harvard MBA), we help clients grow wealth, reduce taxes, and design sustainable retirement income through customized portfolios of individual securities integrated with holistic planning.
Assets are custodied at Interactive Brokers (IBKR)—a third-party, publicly traded custodian known for excellent trade execution, real-time mobile/online access, global trading, and competitive cash rates. Third-party custody means assets are held in client names with independent reporting.
Choosing a Financial Advisor
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Who We Serve
Executives, entrepreneurs, and retirees with $2–$20M in investable assets
Families who value direct access to one seasoned adviser and fully personalized guidance
Clients seeking tax efficiency, clarity, and continuity for surviving family members
What We Do
Investment Management: Customized portfolios of individual securities; disciplined risk management
Tax Optimization: Loss harvesting, asset location, charitable strategies
Retirement Income: Cash-flow mapping, withdrawal sequencing, Social Security optimization
Comprehensive Planning: Estate coordination, concentrated-stock strategies, equity compensation
Why Fintegrity®?
Experience: 30+ years; leadership of a $40B portfolio at TIAA; Harvard MBA
Transparency & Control: Third-party custody (IBKR), independent statements, assets in client names
Fiduciary, Fee-Only: No commissions or product markups—ever
You’ll always work directly with your dedicated senior financial adviser – no hand-offs to junior staff
Where We Serve
We serve clients in every U.S. state,
with existing clients in NJ, NY, CT, PA, MD,
FL, WI, CO, and OR.
Schedule a 30-minute introduction
with Jeffrey Barnett.
FAQ
What’s the difference between a fiduciary and a non-fiduciary financial advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times, while a non-fiduciary advisor must only recommend products that are suitable for your situation—which may not necessarily be the best option for you.”Reintentar
How much does a financial advisor cost for a $5 million portfolio?
For a $5 million portfolio, you should typically expect to pay between 0.75% to 1.0% of assets under management. The exact fee depends on the advisor’s experience, service scope, and fee structure.
Should I use a fee-only financial advisor or one who charges commissions?
A fee-only financial advisor is typically the better choice for investors with significant assets because this structure eliminates conflicts of interest and aligns the advisor’s compensation directly with your financial success.
What is tax-loss harvesting and how much can it save me?
Tax-loss harvesting is a strategy that involves selling investments that have declined in value to
realize losses, which can then offset taxable capital gains and up to $3,000 of ordinary income
annually, reducing your tax bill.
When should I hire a financial advisor instead of using a robo-advisor?
You should hire a human financial advisor when your financial situation becomes complex enough that you need personalized strategic guidance, comprehensive planning across multiple financial domains, behavioral coaching during market volatility, or coordination with other
Why Third-Party Custody Matters
Latest Blog
Contact Us
Fintegrity® is a Registered Investment Adviser (RIA). Advisory services are only offered where Fintegrity® and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Investing involves risk and possible loss of principal. Material presented is believed to be from reliable sources, but there are no warranties, expressed or implied, as to the accuracy, completeness or results obtained from any information posted on this website.