Mark Greene is a registered investment advisor at Integrity Alliance, LLC, based in St Louis Falls, MN, with 37 years of industry experience. Mark 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
4450 Excelsior Blvd, Suite 460, St Louis Falls, MN, 55416
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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 Activities
Mark works full-time as an IAR/Corporate Solutions Consultant for Fuse Partners LLC dba VisionPoint Advisory Group, an RIA, since February 2024. He is a salaried employee consulting for the RIA.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Balefire, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Ameritas Investment CORP.Broker
Securian Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations4 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.