Bruce Popper
Bruce Popper is a CFP, ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 36 years of industry experience. Bruce 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
4135 NW Urbandale Dr, Urbandale, IA, 50322
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
Bruce is the owner of Collaborative Financial Strategist, consulting on estate, asset protection, insurance, and charitable planning. He also facilitates life insurance transactions and provides estate and insurance consultation as an employee of Lion Street Private Client Group, dedicating full-time hours to this role.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Mony Securities CORP.Broker
State Registrations11 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.