Eric Grant
Eric Grant is a registered investment advisor at Integrity Alliance, LLC, based in Flossmoor, IL, with 36 years of industry experience. Eric 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
19511 Governors Highway, Flossmoor, IL, 60422
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Eric is an owner/agent at Polaris, focusing on insurance and annuity sales, and a managing partner at Polaris Insurance Agency, dedicating about a quarter of his time to these activities. He also owns Polaris Wealth Management (an RIA) and spends a significant amount of time on RIA leadership, management, supervision, and client work.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Polaris Wealth Management, LLC
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.