Mark Eghrari is a registered investment advisor at Integrity Alliance, LLC, based in Smithtown, NY, with 7 years of industry experience. Mark 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
50 Karl Ave, Suite 202, Smithtown, NY, 11787
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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.
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Mark is an attorney and owner of Eghrari Law, a real estate broker, and an investment advisor representative for Eghrari Wealth. He also owns and trains attorneys to become IARs for American Academy Wealth and AA Wealth, dedicating about half his time to advisory services and about 10-20% of his time to recruiting and training.
Employment History
Current Registrations
Integrity Alliance, LLC
Previous Registrations
Eghrari Wealth Training LLC
State Registrations2 states
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