Scott Weilage
Scott Weilage is a registered investment advisor at Integrity Alliance, LLC, based in Mankato, MN, with 32 years of industry experience. Scott 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
40 Good Counsel Dr., Mankato, MN, 56001
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2023Judgment / Lien
November 2022Other Business ActivitiesSells Insurance
Scott is the President of Weilage Holdings, LLC, a property management company, and spends minimal time on it. He is also the President of Wealth Centers of America, focusing on marketing fixed insurance and annuity products, dedicating a few hours per week.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Brokers Financial
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Harbour Investments, INC.Broker
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.Broker
Manequity, INC.Broker
State Registrations2 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.