Marcus Egiebor
Marcus Egiebor is a registered investment advisor at Integrity Advisory Solutions, based in Dallas, TX, with 4 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1910 Pacific Ave, Suite 2000 PMB 1011, Dallas, TX, 75201
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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 ActivitiesSells Insurance
Marcus is a managing agent for Insurance Access, selling life and P&C insurance, and a managing general agent for a fixed insurance business. He is also an advisor for Trust Access Firm, LLC, focusing on estate planning, wealth management, and insurance; these activities take about 10-20% of his time.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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