Christopher Cleland
Christopher Cleland is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 21 years of industry experience. Christopher 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
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsHistory
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
Christopher works as a financial planner for American Senior Benefits, focusing on fixed insurance products. This takes about half of his time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Dlg Wealth Management LLC
Dinosaur Securities, L.L.C.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.