Kevin Pearce
Kevin Pearce is a registered investment advisor at Integrity Alliance, LLC, based in Omaha, NE, with 40 years of industry experience. Kevin 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
10831 Old Mill Road, Suite 200A, Omaha, NE, 68154
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Employment Separation After Allegations
January 2014Other Business ActivitiesSells Insurance
Kevin is an insurance agent through Pearce Management Inc and sells fixed insurance and securities through Pearce Financial Services, dedicating nearly full-time hours to the latter. He also invests in start-up companies through Nebraska Million LLC, is a board member of Cambridge Oaks Homeowner Association, owns farmland for cash rent, and assists with the financial endowment fund for Omaha Home For Boys Foundation.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations14 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.