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Andrei Murphy

Integrity Alliance, LLC
5 Years of Experience
Indianola, IA
BrokerSells Insurance
View SEC Summary
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Andrei Murphy is a registered investment advisor at Integrity Alliance, LLC, based in Indianola, IA, with 5 years of industry experience. Andrei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

105 W Salem Ave, Indianola, IA, 50125

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Andrei is the President and Owner of Insurance Solutions of Iowa, marketing health, life, fixed, and FIA insurance products, dedicating about 10-20% of his time. He is also President and Owner of Retirement Solutions of Iowa LLC, a DBA for his advisory business, spending about a quarter of his time, and a Board Director for the Indianola Chamber of Commerce, spending a few hours per week.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
February 2021 - Present · 5 yrs 8 mos
Integrity Alliance, LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
January 2013 - March 2013 · 2 mos
State Registrations2 states
IATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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