Layne Monroe is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 12 years of industry experience. Layne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
4135 NW Urbandale Dr, Urbandale, IA, 50322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Layne works as a Business Development Manager for Advantage Solutions, a food brokerage, representing food companies to retailers. This takes nearly a full-time commitment.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.