Brent Bunger
Brent Bunger is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Los Gatos, CA, with 39 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
459 Monterey Ave, Suite 100, Los Gatos, CA, 95030
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Brent owns real estate, Baer and Bunger Financial and Insurance Services (insurance sales), Legacy Capital Group California (RIA), and is a managing member of REACT Investment Solutions LLC (RIA). Brent dedicates minimal time to real estate and insurance sales, but full-time to both RIAs.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Legacy Capital Group California, INC.
Previous Registrations
React Investment Solutions, LLC
Lion Street Financial, LLCBroker
NFP Advisor Services, LLCBroker
Royal Alliance Associates, INC.Broker
Cypress Capital CorporationBroker
Lefcourt Financial Group, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.