Scott Durscher
Scott Durscher is a registered investment advisor at Integrity Alliance, LLC, based in Waverly, IA, with 28 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
301 Oak Ridge Circle, Waverly, IA, 50677
Get directionsHistory
Regulatory History (1)
Regulatory
November 2024Other Business ActivitiesSells Insurance
Scott is an independent insurance agent for various companies since 2008, dedicating minimal time to this. He is also part owner of Accel Holdings Inc and Treyton Properties LLC, and owner of BD Financial LLC, which covers office overhead expenses.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Accel Wealth Management
Previous Registrations
Accel Wealth Management
Rda Financial Network
Cambridge Investment Research, INC.Broker
Warner Group, INC.Broker
Intersecurities, INC.Broker
State Registrations12 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.
Exams
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