David Nabity
David Nabity is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 44 years of industry experience. David 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
300 Colorado St, Ste 2600, Austin, TX, 78701
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
David is an insurance producer group owner at Lion Street, Inc., executive director at Omaha Alliance for the Private Sector, and a counselor at Health Restoration Ministries. He also owns Nabity Family Properties, is an investor in Testimonial Productions LLC, owns Nabity Business Advisors (selling disability and life insurance), and is a board member and owner of Nabity-Jensen Investment Management, Inc.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Advisors, LLC
Nabity Business Advisors
Lion Street Financial, LLCBroker
Valmark Advisers, INC.
Professional Advisory Group
Valmark Securities, INC.Broker
Nabity-Jensen Investment Management, INC.
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
Walnut Street Securities, INC.Broker
Federation for Financial Independence, INC.Broker
Walnut Street Securities, INC.Broker
Berthel, Fisher & Fleischman Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Americorp Securities Company, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations4 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.