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ChFC
JD
ChFC

John Dovich

Integrity Alliance, LLC
34 Years of Experience
Naples, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Dovich is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Naples, FL, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5551 Ridgewood Drive, Suite 300, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John manages airplanes, holds personal property, and owns Eden Park Financial, which holds keyman and business transition insurance. He is also Regional President at MAI Capital Management, LLC, and sells health and life insurance through MAI Insurance Solutions Inc, dedicating minimal time to insurance sales.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Mai Capital Management, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Lion Street Financial, LLCBroker
April 2015 - November 2025 · 10 yrs 7 mos
NFP Advisor Services, LLCBroker
February 2005 - February 2015 · 10 yrs
John D. Dovich & Associates, LLC
January 2000 - July 2019 · 19 yrs 6 mos
Princor Financial Services CorporationBroker
August 1992 - February 2005 · 12 yrs 6 mos
State Registrations32 states
ARAZCACOCTDCFLGAHIILINKSKYMAMDMIMNMOMTNCNJNYOHPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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