Scott Durscher
Scott Durscher is a registered investment advisor at Integrity Alliance, LLC, based in Waverly, IA, with 27 years of industry experience. Scott 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 (1)
Regulatory
November 2024Other Business ActivitiesSells Insurance
Scott is an independent insurance agent for various companies since 2008, dedicating minimal time to this. He is also part owner of Accel Holdings Inc and Treyton Properties LLC, and owner of BD Financial LLC, which covers office overhead expenses.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Accel Wealth Management
Previous Registrations
Accel Wealth Management
Rda Financial Network
Cambridge Investment Research, INC.Broker
Warner Group, INC.Broker
Intersecurities, INC.Broker
State Registrations12 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.