Adam Smith is a registered investment advisor at Integrity Alliance, LLC, based in Birmingham, AL, with 4 years of industry experience. Adam 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $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
Location
2100 Riverchase Ctr,, Suite 408, Birmingham, AL, 35244
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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.
Learn about disclosures →Other Business Activities
Adam works for CSENGE Advisory Group LLC, providing regulatory and compliance support, investment platform assistance, and other back-office functions. This role takes nearly full-time hours and involves client relationship support, financial plan preparation, and portfolio management.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
State Registrations1 state
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
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