Mark Munger
Mark Munger is a registered investment advisor at Integrity Alliance, LLC, based in Olathe, KS, with 7 years of industry experience. Mark 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $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
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.
Exams
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