Integrity Alliance is a registered investment advisor and broker-dealer. It operates through a network of independent contractor advisors across the U.S. These advisors gather client information to recommend suitable investment programs. Integrity Alliance offers both wrap-fee and non-wrap fee programs, and some advisors manage accounts using model portfolios. Clients can impose reasonable restrictions on their accounts. Some advisors engage in outside business activities that may pose conflicts of interest.
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.