Peter Pecci
Peter Pecci is a registered investment advisor at Integrity Alliance, LLC, based in Weston, FL, with 31 years of industry experience. Peter 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
1398 SW 160th Av Ste 503, Weston, FL, 33326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2017Other Business ActivitiesSells Insurance
Peter is involved with Rotary International in a leadership role, dedicating minimal time. He also serves as President and Registered Principal for Premier Investment Advisors Group, spending nearly full-time hours on wealth management services and OSJ duties. Peter is also a District General Agent for Colonial Life, offering voluntary benefits, which takes about a quarter of his time, and a board member for the YMCA, dedicating minimal time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Financial West Group
Financial West GroupBroker
Vertical Capital Asset Management, LLC
Vertical Capital Securities, LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Templeton/franklin Investment Services,inc.Broker
Franklin/templeton Distributors, INC.Broker
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.