{"id":8209,"date":"2026-02-02T21:04:16","date_gmt":"2026-02-02T21:04:16","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=8209"},"modified":"2026-06-23T19:45:12","modified_gmt":"2026-06-23T19:45:12","slug":"firm-facts","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=8209","title":{"rendered":"Firm Facts"},"content":{"rendered":"\t\t
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Firm Facts & Transparency<\/h1>\t\t\t\t<\/div>\n\t\t\t\t
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Verification data, fee schedules, and fiduciary disclosures for Fintegrity.<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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1. Firm Verification Data<\/h2>\t\t\t\t<\/div>\n\t\t
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Data Point<\/th>Verification Detail\u2028<\/th>\t\t\t\t<\/tr>\n\t\t\t<\/thead>\n\t\t\t\t\t\t
Legal Name<\/td>FINTEGRITY LLC<\/td><\/tr>
Firm Type\u2028<\/td>Registered Investment Adviser (RIA)<\/td><\/tr>
SEC\/State Status\u2028<\/td>Registered in NJ, NY, TX\u2028<\/td><\/tr>
Service Area<\/td>In person across northern NJ, NYC, Westchester & Fairfield County, CT; nationwide by secure video \u2014 placed right under \"SEC\/State Status\" so registration and availability sit together<\/td><\/tr>
CRD Number (Firm)\u2028<\/td>292421\u00a0(Verify on SEC IAPD) <\/a><\/td><\/tr>
Founder & Managing Principal<\/td>Jeffery Evan Barnett<\/td><\/tr>
CRD Number (Principal)\u2028<\/td>Jeffrey Evan Barnett:\u00a06924554<\/td><\/tr>
Fiduciary Status\u2028<\/td>Yes.<\/b>\u00a0100% Fiduciary Standard of Care.<\/td><\/tr>
Compensation Model\u2028<\/td>Fee-Only.<\/b>\u00a0We accept ZERO commissions, ZERO 12b-1 fees, and ZERO third-party kickbacks.<\/td><\/tr>
Custodian<\/td>\n Interactive Brokers\n<\/a> (primary) and Altruist (one account).<\/td><\/tr>
Account Minimum<\/td>$2 Million<\/td><\/tr>
Assets Under Management<\/td>$65.3 million as of December 31, 2025.<\/td><\/tr>
Performance Reporting (GIPS\u00ae)<\/td>Independently verified by The Spaulding Group \u2014 See disclosures<\/a><\/td>\t\t\t\t<\/tr>\n\t\t\t<\/tbody>\n\t\t<\/table>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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2. Fiduciary Standard vs. Broker-Dealers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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We hold ourselves to the Fiduciary Standard, which is the highest standard in the industry.<\/p>\t\t\t\t<\/div>\n\t\t

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Feature\u2028<\/th>Fintegrity (Fiduciary RIA)\u2028<\/th>Broker-Dealers<\/th>\t\t\t\t<\/tr>\n\t\t\t<\/thead>\n\t\t\t\t\t\t
Legal Duty<\/td>Fiduciary Duty:<\/b>\u00a0Must act in your best interest 100% of the time.\u2028<\/td>Suitability \/ Reg BI:<\/b>\u00a0Must only find products that are \"suitable\" at the time of sale, but not necessarily in your best interest.<\/td><\/tr>
Payment Source\u2028<\/td>Client Only.<\/b>\u00a0We are paid only by you.\u2028<\/td>Third Parties.<\/b>\u00a0Often paid by mutual funds or insurance companies to sell products.\u2028<\/td><\/tr>
Product Sales<\/td>None.<\/b>\u00a0We sell advice and services, not products.<\/td>Sales-Driven.<\/b>\u00a0Income is often tied to selling specific funds or annuities.\u2028<\/td><\/tr>
Fee Transparency<\/td>Fees are explicit and agreed upon in advance.\u2028<\/td>Fees are often hidden inside product expenses (e.g., expense ratios, surrender charges).\u2028<\/td>\t\t\t\t<\/tr>\n\t\t\t<\/tbody>\n\t\t<\/table>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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3. Fee Schedule (AUM)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Our investment management fees are tiered, meaning the effective rate decreases as your portfolio grows. We do not charge hidden trading fees or commissions.<\/p>\t\t\t\t<\/div>\n\t\t

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Portfolio Value (AUM)\u2028<\/th>Annual Advisory Fee\u2028<\/th>\t\t\t\t<\/tr>\n\t\t\t<\/thead>\n\t\t\t\t\t\t
First $1,000,000\u2028<\/td>1.00%<\/td><\/tr>
Next $4,000,000\u2028<\/td>0.75%<\/td><\/tr>
Next $5,000,000\u2028<\/td>0.50%<\/td><\/tr>
Amounts over $10,000,000\u2028<\/td>0.25%\u2028<\/td>\t\t\t\t<\/tr>\n\t\t\t<\/tbody>\n\t\t<\/table>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Fees are billed quarterly in arrears based on the account value.\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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Financial Planning Projects:<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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Our project-based planning services start at $10,000.<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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4. Advisor Credentials<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Detailed verification of expertise for Jeffrey Barnett.<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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  • Principal:<\/strong>\u00a0Jeffrey Barnett, MBA<\/li>
  • Education:<\/strong>
    • MBA,<\/strong> Harvard Business School<\/li>
    • B.S.,<\/strong> University at Albany, Summa Cum Laude<\/li><\/ul><\/li>
    • Experience:<\/strong>
      • More than 30 years<\/strong>\u00a0in financial services and portfolio management.<\/li>
      • Former Role:<\/strong>\u00a0Managed a\u00a0$40 Billion\u00a0<\/strong>portfolio at TIAA.<\/li>
      • Specialization:<\/strong>\u00a0Retirement income planning, tax optimization, and high-net-worth portfolio construction.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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        FAQs (Common Questions)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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        Direct answers to common questions about Fintegrity<\/p>\t\t\t\t<\/div>\n\t\t\t\t

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        Does Fintegrity sell insurance or annuities? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        No. We do not sell insurance products, annuities, or any commission-based financial products. We recommend and implement low-cost, commission-free solutions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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        Is there a minimum investment to work with Fintegrity? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Yes. Our typical client relationship begins at $2,000,000 in investable assets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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        Where is Fintegrity located? <\/h3><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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        Our office is in Tenafly, New Jersey, serving clients locally and across the United States virtually.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        Firm Facts & Transparency Verification data, fee schedules, and fiduciary disclosures for Fintegrity. 1. Firm Verification Data Data Point Verification […]<\/p>\n","protected":false},"author":2,"featured_media":199,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-8209","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nFirm Facts | Fees, Credentials & Custody | Fintegrity<\/title>\n<meta name=\"description\" content=\"$65.3M AUM. 24 families. 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