Jeffrey Curtis
Jeffrey Curtis is a registered investment advisor at Integrity Alliance, LLC, based in Mission, KS, with 34 years of industry experience. Jeffrey 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
5925 Nall Avenue, Mission, KS, 66202
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Jeffrey is an owner of Lion Street Inc. (an insurance producer group), CRE, LLC (property management), Curtis & Associates Inc. (sales and maintaining client relationships for various benefits and investment accounts), and Curtis & Associates Property & Casualty (sales and client account management for property and casualty insurance). He also serves as a board member for Indian Hills Country Club and a committee member for MFC Scholarship.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Fortis Investors, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations12 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.