Stacie Brass is a registered investment advisor at Integrity Alliance, LLC, based in Waverly, IA, with 33 years of industry experience. Stacie 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
301 Oak Ridge Circle, Waverly, IA, 50677
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacie is an independent insurance agent since 1992, dedicating a few hours per week. She also owns Accel Wealth Management, is a board member of The Accel Group, and has ownership roles in Accel Holdings, Inc. and Accel Holdings LLC, spending about 10-20% of her time on Accel Wealth Management.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Accel Wealth Management
Previous Registrations
Accel Wealth Management
Rda Financial Network
Cambridge Investment Research, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Networth Advisors
Networth Advisors
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Princor Financial Services CorporationBroker
State Registrations3 states
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.