Norman Hostetler is a CFP, ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Clarksville, MD, with 41 years of industry experience. Norman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
6030 Daybreak Circle, Clarksville, MD, 21029
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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 Activities
Norman is involved in several outside business activities, including managing two farms (ND Jubilee Inc and Hoss Farm LLC), running a counseling practice (Beyond Wealth), and acting as trustee for multiple family trusts. The counseling practice takes about a quarter of Norman's time, while the other activities require minimal time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
NFP Securities, INC.
Hostetler Church,llc
NFP Securities, INC.Broker
1717 Capital Management CompanyBroker
State Registrations12 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.
Exams
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