Donald Abernethy
Donald Abernethy is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 26 years of industry experience. Donald 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
300 Colorado St, Ste 2600, Austin, TX, 78701
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1999Other Business ActivitiesSells Insurance
Donald is an owner in several businesses, including Lion Street Inc (an insurance advisor network), Point Guard Advisors Network LLC (business services consulting and non-variable life insurance), Nathan Donald Consulting LLC (business services consulting), and WealthRx, Inc (asset management, taking nearly full-time). He also serves as Secretary/Treasurer for a social golf club.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Oneida Wealth Management, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Albany CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations11 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.