Andrew Nevin
Andrew Nevin is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in San Ramon, CA, with 27 years of industry experience. Andrew 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
2633 Camino Ramon, Suite 452, San Ramon, CA, 94583
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
Andrew is a partner at Peak360 Wealth Management, LLC, where he spends about half his time on operations, HR, and related duties. He also services existing insurance cases through David White and Associates and operates as a sole proprietor transacting various insurance products, dedicating about 10-20% of his time to these insurance-related activities.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Brooker Wealth Management
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations10 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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