Travis Sollinger
Travis Sollinger is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Somerville, NJ, with 28 years of industry experience. Travis 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
92 East Main Street, Suite 203, Somerville, NJ, 08876
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is the Director of Wealth Management at Solenture, LLC, where he provides financial planning and wealth management services to clients. This role, which includes insurance sales, takes nearly full-time hours.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Reedmark Advisors, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Fort Pitt Capital Group, LLC
Fort Pitt Capital Group INC
Walnut Street Securities, INC.Broker
Allegheny Investments, LTD.Broker
Dreyfus Financial Services CorporationBroker
Dreyfus Investment Services CorporationBroker
Robert Thomas Securities, INCBroker
State Registrations5 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.