Eric Stiba
Eric Stiba is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 17 years of industry experience. Eric 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
300 Colorado St, Ste 2600, Austin, TX, 78701
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2023Customer Dispute
July 2023Customer Dispute
December 2022Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Eric is a registered representative at STIBA Wealth Mgmt Group, selling fixed life insurance, disability, and long-term care insurance, spending a few hours per week. He also works as an administrator for EAS Wealth Management Group, owns Calibrate Wealth Partners (recruiting life insurance and investment advisors), and is an owner in Lion Street, Inc. (a network of life insurance professionals), dedicating minimal time to each.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations21 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.