Trevor Lattin
Trevor Lattin is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 20 years of industry experience. Trevor 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
300 Colorado St, Ste 2600, Austin, TX, 78701
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2016Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Trevor owns Executive Benefit Solutions, selling health and life insurance, which takes up a significant amount of his time. He also engages in outsourced accounting services, project consulting, manages the back office for a not-for-profit, and sells finance and accounting consulting services.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Graham Investment Management, INC.
J. Alden Associates, INC.Broker
Innovation Capital, LLCBroker
Private Asset Advisors, INC.
Private Asset Group, INC.Broker
Sigma Financial CorporationBroker
State Registrations9 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.