Shelley Nadel
Shelley Nadel is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Houston, TX, with 17 years of industry experience. Shelley 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
One Riverway, #1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2016Other Business ActivitiesSells Insurance
Shelley uses Financial Success Strategies, LLC as a marketing name for her insurance and SEC business, and is appointed with OneHouston to sell insurance products. She also owns Food and Finance with Shelley LLC, providing financial literacy education, and works as a financial advisor with Csenge Advisory Group.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
MML Investors Services, INC.Broker
State Registrations10 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.