Blaine Hess is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Atlanta, GA, with 30 years of industry experience. Blaine 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
3330 Cumberland Blvd, Suite 400, Atlanta, GA, 30339
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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
Blaine is the owner of Hess Segal Group, a wealth management firm with insurance sales, and an employee of Csenge Advisory Group. He also owns Line 13, LLC which holds an office lease, and is a board member of Rally Foundation Inc.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
The Meyers Group, INC.
Fsc Securities CorporationBroker
Fsc Securities Corporation
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations9 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.