Mark Martin
Mark Martin is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Imperial, PA, with 36 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
7900 Steubenville Pike, Suite 33, Imperial, PA, 15126
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Mark is involved in several outside business activities, including being the secretary of a Shriners chapter, an ordained minister, and on the board of directors for a scholarship foundation. He also owns businesses related to fixed life and annuity sales, and provides support to fixed life and annuity agents, taking about half of his time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.