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Nathaniel Edie

Integrity Alliance, LLC
20 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Nathaniel Edie is a registered investment advisor at Integrity Alliance, LLC, based in Omaha, NE, with 20 years of industry experience. Nathaniel 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.

Integrity Alliance, LLC
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
—
View Full SEC Brochure

Location

15808 W Dodge Rd, Suite 200, Omaha, NE, 68118

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nathaniel is a Vice President/Partner at TR Financial, a DBA for securities, dedicating full-time hours. He also owns rental real estate and is an insurance agent, spending a few hours per week on insurance sales, and owns Edie Financial LLC for tax purposes, spending minimal time on it.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
March 2022 - Present · 4 yrs 7 mos
Integrity Alliance, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
August 2020 - February 2022 · 1 yr 6 mos
LPL Financial LLC
August 2020 - February 2022 · 1 yr 6 mos
Cetera Advisors LLC
April 2016 - September 2020 · 4 yrs 5 mos
Cetera Advisors LLCBroker
October 2011 - September 2020 · 8 yrs 11 mos
Royal Alliance Associates, INC.Broker
June 2001 - May 2006 · 4 yrs 11 mos
Vestax Securities CorporationBroker
January 2001 - June 2001 · 5 mos
State Registrations18 states
ARCACOFLGAIAILKSMIMNMONCNENMOHTXWAWI
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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