Todd Mezrah
Todd Mezrah is a registered investment advisor at Integrity Alliance, LLC, based in Telluride, CO, with 33 years of industry experience. Todd 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
Telluride, CO
Get directionsHistory
Regulatory History (2)
Regulatory
October 2023Employment Separation After Allegations
April 2020Other Business ActivitiesSells Insurance
Todd has several business activities, including executive benefits consulting and the sale of non-security related insurance products, which takes nearly full-time. He also owns multiple investment-related entities and serves on the board of directors for several companies.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
State Registrations17 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.