Quinn Mcelwee is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Fort Collins, CO, with 20 years of industry experience. Quinn 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
401 W. Mountain Ave, Suite 101, Fort Collins, CO, 80521
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 Activities
Quinn owns Rocking 4 Lazy M, a cattle ranch, since 2018. Quinn spends about half their time managing the affairs of the organization.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
United Capital Financial Advisors
Previous Registrations
Lion Street Financial, LLCBroker
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations4 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.