Melissa Livasy
Melissa Livasy is a registered investment advisor at Integrity Financial Advisors, LLC, based in Grand Rapids, MI, with 17 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 339 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors charges a fee based on a percentage of the value of your portfolio, not to exceed 1.70% annually. This fee includes Integrity's fee plus any applicable sub-advisory or platform provider fee. The fee covers advisory services, trade entry, investment supervision, financial planning, and other account maintenance activities. Fees are billed monthly at the end of the billing period, based on the average daily balance or market value of the previous month. New accounts are part of a wrap fee program, covering all transaction fees, while legacy accounts transition into the program.
Location
144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548
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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
Melissa is the President and Office Manager of Integrity Financial Group, LLC, an insurance company, since 2013. This takes nearly full-time, involving business planning, client services, accounting, and DBA for securities and advisory services.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Gradient Securities, LLCBroker
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Securities, LLCBroker
Glp Investment Services, LLCBroker
Brookstreet Securities CorporationBroker
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.