Howard Solomon
Howard Solomon is a registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 33 years of industry experience. Howard 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
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Howard is the owner of Solomon Wealth Solutions LLC, a securities and advisory business, dedicating nearly full-time hours. He also sells fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Verus Capital Partners, LLC
Securities America, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Pgp Financial, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Christopher Street Financial, INC.Broker
NFP Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Guardian Investor Services CorporationBroker
1717 Capital Management CompanyBroker
Hartford Equity Sales Company INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations22 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.