Jeremy Corley
Jeremy Corley is a registered investment advisor at Integrity Alliance, LLC, based in Clarksville, TN, with 26 years of industry experience. Jeremy 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
1820 Memorial Drive, Suite 201, Clarksville, TN, 37043
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2008Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Jeremy owns an office building through Sawgrass Properties, which leases space. He is also an owner of Corley & Kent LLP and a consultant for Compass Advisory Partners LLC and Csenge Advisory Group, all financial advisory roles, dedicating about 10-20% of his time to each of the first two and nearly full-time hours to the last.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Compass Advisory Partners LLC
Fsc Securities CorporationBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.