Mark Gremler
Mark Gremler is a registered investment advisor at Integrity Alliance, LLC, based in Cumming, IA, with 30 years of industry experience. Mark 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
2425 Cumming Avenue, Cumming, IA, 50061
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2011Customer Dispute
January 2010Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Mark is an agent selling fixed insurance products and owns DSM Real Estate LLC for rental property management. He also owns Gremler Financial Corp (DBA), Gremler Farms, and Gremler Financial Group (a dormant RIA), dedicating a few hours per week to the farm and the RIA.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Gremler Financial CORP
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.
Gremler Financial Group
Vestax Securities Corporation
Locust Street Securities, INC.Broker
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.