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Alexander Sweeney

Integrity Alliance, LLC
4 Years of Experience
Cedar Park, TX
Sells Insurance
View SEC Summary
View SEC Summary

Alexander Sweeney is a registered investment advisor at Integrity Alliance, LLC, based in Cedar Park, TX, with 4 years of industry experience. Alexander 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

1101 Arrow Point Dr, Suite 301, Cedar Park, TX, 78613

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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.

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Other Business ActivitiesSells Insurance

Alexander is an agent selling fixed insurance through American Senior Benefits/Heartland Retirement Group, dedicating about a quarter of his time. He also works as an investment advisor for Heartland Retirement Group Wealth Management, spending another quarter of his time providing wealth management and financial planning services.

Employment History
Current Registrations
Integrity Alliance, LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Vanguard Advisers, INC.
July 2023 - August 2023 · 1 mo
Vanguard Marketing CorporationBroker
September 2021 - August 2023 · 1 yr 11 mos
State Registrations3 states
AZNETX
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.
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