Erika Wood is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in St. Louis Park, MN, with 18 years of industry experience. Erika 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
4450 Excelsior Blvd, Suite 460, St. Louis Park, MN, 55416
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
Erika works as a wealth manager and executive director of a planning team at Balefire, LLC, dedicating nearly full-time hours. She also sells fixed and traditional insurance products, spending about a quarter of her time on this activity, and receives trailing commissions from Principal Financial Group for servicing existing insurance policies. Erika also introduces corporate clients to Flagship Insurance Services for group medical and non-medical insurance needs and shares in ongoing commissions.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC.
Balefire, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
Fuse Partners, LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations7 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.