Henry Kulig
Henry Kulig is a registered investment advisor at Integrity Alliance, LLC, based in Clearwater, FL, with 41 years of industry experience. Henry 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
4755 East Bay Drive, Clearwater, FL, 33764
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2015Customer Dispute
January 1993Other Business ActivitiesSells Insurance
Henry is an independent insurance agent selling insurance products, dedicating a few hours per week, some of which are during trading hours. He is also an independent financial advisor with CSENGE Advisory Group, offering financial planning, investment advice, and insurance-related products, dedicating nearly full-time hours to this role. Finally, Henry owns HJKIII, an entity opened for tax purposes, requiring minimal time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Corporate Securities Group, INC.Broker
Dmg Securities, INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations21 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.