Matthew Fox
Matthew Fox is a registered investment advisor at Integrity Alliance, LLC, based in Johnstown, PA, with 18 years of industry experience. Matthew 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
999 Eisenhower Blvd, Ste D2-6, Johnstown, PA, 15904
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Employment Separation After Allegations
November 2002Other Business ActivitiesSells Insurance
Matthew is the owner of Perspective Wealth Planning LLC, focusing on financial planning, asset management, and insurance sales, dedicating about a quarter of his time. He is also part owner of Proplific, a sports lifestyle company, and sells indexed annuities and life/LTC insurance, spending a few hours per week on each.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
Gladstone Wealth Group
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Essex National Securities, INC.Broker
Uvest Financial Services Group, INC.Broker
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations14 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.