Edward Davis
Edward Davis is a registered investment advisor at Integrity Alliance, LLC, based in San Jose, CA, with 16 years of industry experience. Edward 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
333 W Santa Clara Street, Ste 830, San Jose, CA, 95113
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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
Edward is the owner of FPC Insurance Services, Inc. focusing on life insurance, and a partner at Financial Planning Consultants, LLC providing investment advice. He also serves as a board member for the San Jose Chamber of Commerce, a volunteer for Bellarmine College Prep, and a trustee.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Financial Planning Consultants, LLC
Previous Registrations
Lion Street Financial, LLCBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
State Registrations1 state
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.