Brian Burns
Brian Burns is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 42 years of industry experience. Brian 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 (1)
Judgment / Lien
January 2016Other Business ActivitiesSells Insurance
Brian is an insurance agent doing business as True North, advising clients on fixed insurance sales since 2000, dedicating about 10-20% of his time. He also manages Shade Tree Acres, LLC, a small farm, spending minimal time on this activity.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Mutual Service CorporationBroker
Aegon USA Securities INC.Broker
Anchor National Financial Services, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations3 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.