Kevin Welu
Kevin Welu is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 38 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
300 Colorado St, Ste 2600, Austin, TX, 78701
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
Kevin is affiliated with Wealth Management Center as an insurance agent selling fixed annuities, fixed life, and term insurance, dedicating about 10% of his time. He also owns KJ Welu Entreprises Inc, an S Corporation established for tax purposes, and works as a life insurance agent for Truenorth, spending about a quarter of his time between the two.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Vmf Capital
Vmf Capital LLC
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Aegon USA Securities INC.Broker
Brenton Brokerage Services, INC.Broker
Investment Centers of America, INC.Broker
Midamerica Management CorporationBroker
Perpetual Investment AssociatesBroker
Investment Planning, INC.Broker
State Registrations8 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.