Integrity Alliance offers investment management through various programs.
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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.
Washington, DC
Get directionsKris is a wealth management advisor at Persinger Planning LLC, dedicating nearly full-time hours to financial planning and investment management. Kris also works as an insurance agent, spending minimal time reviewing, placing, and managing life, health, and annuity policies.
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.