Michael Tedeschi is a registered investment advisor at Integrity Alliance, LLC, based in Johnstown, PA, with 8 years of industry experience. Michael 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
999 Eisenhower Blvd, Ste D2-6, Johnstown, PA, 15904
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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.
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Michael runs a coaching program focused on market education, sells digital art online, and owns Perspective Wealth Planning LLC, where he focuses on financial planning and asset management. The coaching program and digital art sales each take about 10-20% of his time, while Perspective Wealth Planning takes nearly full-time.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
Gladstone Wealth Group
LPL Financial LLCBroker
State Registrations11 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.