TrueAdvisor
TrueAdvisor
VB
VB

Viresh Bawa

Integrity Alliance, LLC
3 Years of Experience
Bridgewater, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Viresh Bawa is a registered investment advisor at Integrity Alliance, LLC, based in Bridgewater, NJ, with 3 years of industry experience. Viresh operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

100 Somerset Corporate Boulevard, 2nd Floor, Bridgewater, NJ, 08807

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Viresh is the President of Road to Retirement Inc., offering financial planning and fixed insurance sales, dedicating about a quarter of his time. He also works full-time as an Assistant Vice President & Actuary at Actuary Risk Management and is President of Bawa Insurance Sales, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Integrity Alliance, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Brokers Financial
April 2019 - May 2020 · 1 yr 1 mo
State Registrations1 state
NJ
Advisor

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.
More Advisors
More financial advisors in Bridgewater, NJ →All financial advisors in New Jersey →