Belma Mujdzic is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 22 years of industry experience. Belma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
4135 NW Urbandale Drive, Urbandale, IA, 50322
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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 Activities
Belma is the owner of Freedom Construction, a new home construction business, and is involved in sales and marketing. This activity takes a few hours per week.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC.
Integrity Alliance, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Directed Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.