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Alfred Richter

18 Years of Experience
Whitehall, PA
Broker

Alfred Richter is a registered investment advisor at Integrity Alliance, LLC, based in Whitehall, PA, with 18 years of industry experience. Alfred 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Whitehall, PA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Integrity Alliance, LLC
December 2025 - Present · 10 mos
Integrity Alliance, LLC.
December 2025 - Present · 10 mos
Integrity Alliance, LLC.Broker
December 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2022 - November 2025 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - November 2025 · 3 yrs 3 mos
Citizens Securities, INC.
August 2022 - August 2022 · 0 mos
Citizens Securities, INC.Broker
August 2022 - August 2022 · 0 mos
Cetera Investment Advisers LLC
July 2017 - August 2022 · 5 yrs 1 mo
Cetera Investment Services LLCBroker
August 2015 - August 2022 · 7 yrs
Cuso Financial Services, L.P.Broker
May 2014 - August 2015 · 1 yr 3 mos
Investment Professionals, INC.Broker
March 2012 - May 2014 · 2 yrs 2 mos
Primevest Financial Services, INC.Broker
February 2009 - April 2012 · 3 yrs 2 mos
Pruco Securities CorporationBroker
January 2000 - December 2000 · 11 mos
State Registrations4 states
FLNJPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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