John Davis
John Davis is a registered investment advisor at Integrity Alliance, LLC, based in Boise, ID, with 35 years of industry experience. John 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
6015 W Overland Road, #104, Boise, ID, 83709
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
John is a representative and insurance agent for Investment Resources of America, and president of Brokers International Mountain States, an insurance master general agency. He also owns Federal Benefits Educators, LLC, Dowdy's Automotive, LLC, and is president of Liberty Financial Solutions DBA 43rd State Holdings. The first and last activities take about half of his time each.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
H. Beck, INC.Broker
Multi-Financial Securities CorporationBroker
Legacy Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Legacy Financial Services, INC.Broker
Sky Investments, INC.Broker
Uboc Investment Services, INC.Broker
Bancal Investment Services, INC.Broker
U.S. Bancorp SecuritiesBroker
First Security Investor Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations6 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.