Integrity Alliance, LLC
Assets Under Management
$2.4B
Number of Clients
14,148
Number of Advisors
424
Average Client AUM
$170K
AUM per Advisor
$5.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrity Alliance offers wrap and non-wrap fee program portfolio management services, as well as financial planning, consulting, retirement plan consulting services, retirement plan participant consulting services and third-party manager referral services to individuals, and high net worth individuals, trusts, estates, or charitable organizations, corporations, or other business entities.
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Location
4135 NW Urbandale Dr, Urbandale, IA, 50322