Marvin Thomson
Marvin Thomson is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Burlington, IA, with 29 years of industry experience. Marvin 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
2723 Mt Pleasant Street STE B, Burlington, IA, 52601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2020Other Business ActivitiesSells Insurance
Marvin is a member/manager of Thomson Farms LLC, a family farm, and the President/CEO of Great River Investment Services LLC, where he conducts insurance sales and works as an investment advisor/financial planner. He also serves as a board member for the Salvation Army and Burlington Notre Dame Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment CorporationBroker
Princor Financial Services CorporationBroker
Horace Mann Investors INCBroker
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.