Ashlea Ayer
Ashlea Ayer is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Ft Lauderdale, FL, with 12 years of industry experience. Ashlea 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
100 SE 3rd Avenue, Suite 2400, Ft Lauderdale, FL, 33394
Get directionsHistory
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 ActivitiesSells Insurance
Ashlea is a silent member in several real estate holding companies. She is also an employee at Kaufman Rossin Wealth, LLC, a registered investment advisor, dedicating full-time hours to financial planning and investment management. Ashlea is also a licensed insurance agent with Kaufman Rossin Insurance Services, spending about 10-20% of her time in that role.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Kaufman Rossin Wealth, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
State Registrations3 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.