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Amanda Reynolds

3 Years of Experience

Amanda Reynolds is a registered investment advisor at Integrity Alliance, LLC, based in Denver, CO, with 3 years of industry experience. Amanda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
457 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

8751 E Hampden Ave, Suite A4, Denver, CO, 80231

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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 Activities

Amanda owns two rental properties in Colorado and Kentucky, dedicating minimal time to each. She also owns Honey B's Macaron bakery, spending about a third of her time managing the business.

Employment History
Current Registrations
Integrity Alliance, LLC
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
December 2022 - October 2024 · 1 yr 10 mos
Securities Management & Research, INC.Broker
May 2022 - December 2022 · 7 mos
Bfc Planning, INC.
April 2022 - December 2022 · 8 mos
State Registrations1 state
CO
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.