Ari Fischman
Ari Fischman is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Southfield, MI, with 23 years of industry experience. Ari 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
Two Towne Square, Suite 800, Southfield, MI, 48076
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2020Other Business ActivitiesSells Insurance
Ari is involved in several outside business activities including a dormant investment LLC, volunteer work for the Jewish Federation, and board membership at Hillel Day School. Ari also works for Kovitz/Telemus, running their insurance division for life, health, and property & casualty business, and acts as a registered representative with Lion Street Financial to place broker-dealer registered insurance products; these activities take about a quarter of his time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Lion Street Financial, LLCBroker
Telemus Capital, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.