Mark Munger
Mark Munger is a registered investment advisor at Integrity Alliance, LLC, based in Olathe, KS, with 6 years of industry experience. Mark 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
Olathe, KS
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2021Regulatory
October 2020Other Business ActivitiesSells Insurance
Mark is an insurance agent and independent contractor with American Senior Benefits, selling life, health, and fixed annuities, dedicating full-time hours. He is also a 25% shareholder and Vice President of ASB Financial Corp, marketing life, health, and fixed annuities, dedicating a few hours per week. Mark is also the President of Eternal Value Financial Corp, dedicating about half his time to insurance sales.
Employment History
Current Registrations
Integrity Alliance, LLC
Previous Registrations
Gradient Advisors, LLC
Virtue Wealth Counsel, LLC
State Registrations4 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.