Tawna Hermanson is a registered investment advisor at Integrity Alliance, LLC, based in Fargo, ND, with 14 years of industry experience. Tawna 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
1120 28th Ave N Ste. D, Fargo, ND, 58102
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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 Activities
Tawna works as an investment advisor at Csenge Advisory Group, dedicating full-time hours to financial planning and investment management. She is also a registered representative with Lion Street Financial, spending about 10-20% of her time there.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Classic, LLCBroker
Classic, LLCBroker
Classic Asset Management, LLC
Northstar Financial Partners, INC.Broker
Fintegra, LLCBroker
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.