Edward Ittner
Edward Ittner is a registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 49 years of industry experience. Edward 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
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2007Criminal
January 1988Other Business Activities
Edward is the owner of Fundamental Value Analytics, a DBA, where he researches stocks, bonds, and macro-economics to advise clients. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securities America, INC.Broker
Verus Capital Partners, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ashland Management Incorporated
Stephen A. Kohn & Associates, LTD.Broker
Northstar Distributors, INC.Broker
Worldwide Value Distributors, LLCBroker
Pimco Advisors Distribution CompanyBroker
Metric Capital CorporationBroker
State Registrations4 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.