Burt Snover
Burt Snover is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Heath, TX, with 37 years of industry experience. Burt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
6710 Horizon Rd #100, Heath, TX, 75032
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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 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.
Exams
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