Todd Robbins
Todd Robbins is a registered investment advisor at Integrity Alliance, LLC, based in Boynton Beach, FL, with 24 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
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is the owner of Hoosier Advisor & Associates, a securities and advisory business, dedicating nearly full-time hours to it. He is also an insurance agent since 2016, spending about half his time on sales and service of insurance products, including Medicare Supplements.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Weiss Capital Management, INC.
Weiss Capital Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Janney Montgomery Scott LLCBroker
Newbridge Securities CorporationBroker
Emerson Bennett & AssociatesBroker
Wma Securities, INC.Broker
State Registrations8 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.