Brandon Bose
Brandon Bose is a registered investment advisor at Integrity Alliance, LLC, based in Johnston, IA, with 9 years of industry experience. Brandon 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
9245 Northpark Dr, Johnston, IA, 50131
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
Brandon is a managing partner at Heartland Retirement Group, focusing on fixed insurance sales and support, taking nearly full-time. He is also president of Bose Financial, an LLC for fixed insurance, and a partner in LKB Ventures and WDM Logs LLC, involving real estate and private company investments, respectively.
Employment History
Current Registrations
Integrity Alliance, LLC
Previous Registrations
Gladstone Wealth Partners
Gradient Securities, LLCBroker
Lincoln InvestmentBroker
Forest Securities,inc.Broker
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.