Burt Snover
Burt Snover is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 37 years of industry experience. Burt 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
Burt is the owner of Foresight Financial Group, a DBA for securities, spending about a quarter of their time on office duties. Burt is also the president of Comp Edge Financial (wholesaling and insurance marketing), Snover Family Limited Partnership/BIP Advisors (property management), and Wolverine Insurance Agency, LLC (fixed insurance).
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Fund Architects, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Capital, INC.Broker
Intersecurities, INC.Broker
Aetna Investment Services, INC.Broker
Chubb Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations19 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.