Troy Young
Troy Young is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Atlanta, GA, with 27 years of industry experience. Troy 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
3330 Cumberland Blvd., Suite 400, Atlanta, GA, 30339
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
Troy sells traditional insurance products and owns Destiny Financial Group, an insurance sales pass-through entity, dedicating full-time hours to it. He also provides financial planning and investment advisory services through Csenge IA, taking nearly full-time hours between his Investment Advisor/Financial Planner role and consulting role.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Strategic Wealth Advisors Group
Financial Planning Advisory Services, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Redstone Advisors INC
State Registrations17 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.