Sherise Steele is a registered investment advisor at Integrity Alliance, LLC, based in Birmingham, MI, with 23 years of industry experience. Sherise 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
280 N Old Woodward, Suite 100, Birmingham, MI, 48009
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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 Activities
Sherise is a board member for Black Alumni Collective Inc and Franklin Corners HOA, and owns Ginger Management LLC and Eleets Properties LLC, both real estate businesses. She also works full-time as a financial professional at Sageview Advisory Group.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
United Capital Financial Advisors
Sageview Advisory Group, LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Forthright Capital Advisory
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State Registrations17 states
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