Ryan Alvarez
Ryan Alvarez is a registered investment advisor at Integrity Alliance, LLC, based in Naperville, IL, with 25 years of industry experience. Ryan 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
600 S Washington St, Ste 100A, Naperville, IL, 60540
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2019Customer Dispute
February 2011Customer Dispute
March 2008Employment Separation After Allegations
May 1992Other Business ActivitiesSells Insurance
Ryan is the owner of Refined Strategies, where he sells fixed annuities and life insurance products, dedicating minimal time. He also owns Jade Ryno Corporation, used to allocate revenue and expenses for his partnership in Refined Strategies, also requiring minimal time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Wayne Hummer Investments L.L.C.
Wayne Hummer Investments L.L.C.Broker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Investments, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations13 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.