Jeffrey Yoder
Jeffrey Yoder is a registered investment advisor at Integrity Alliance, LLC, based in Wichita, KS, with 36 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
8100 E 22nd St N, Bldg 1100, Wichita, KS, 67226
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Jeffrey owns True Properties LLC, which owns his office building and a rental condo, dedicating minimal time to collecting rent and overseeing maintenance. He also owns Yoder Financial Group, an entity he uses for his fixed insurance business and advising on securities and insurance matters, taking about a quarter of his time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations27 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.