Elizabeth Husserl
Elizabeth Husserl is a registered investment advisor at Integrity Alliance, LLC, based in Oakland, CA, with 13 years of industry experience. Elizabeth 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
Oakland, CA
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Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Elizabeth is a life insurance agent through Peak360 Wealth Management and independently, selling fixed life and disability insurance products. She also owns Peak360 Wealth Management and spends a few hours per week on behavioral finance talks, book sales, podcast interviews, and related activities based on her book.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations18 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.