Todd Meucci
Todd Meucci is a registered investment advisor at Integrity Alliance, LLC, based in Franklin, TN, with 26 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
554 Franklin Road, Suite 100, Franklin, TN, 37069
Get directionsHistory
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 sells fixed and term insurance to retail clients using his Tennessee life insurance license. He also works with clients on variable products through Lion Street Financial, wholesales mutual funds, and is the President of Complete Wealth 360, a financial planning and wealth management firm, taking about half of his time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Kingswood Wealth Advisors, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Alt Fund Distributors LLCBroker
Eudaimonia Partners, LLC
Allianz Life Financial Services, LLCBroker
Victory Capital Advisers, INC.Broker
Northern Lights Distributors, LLCBroker
American Funds Distributors, INC.Broker
Hartford Life Distributors, LLCBroker
State Registrations5 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.