Anthony Peck
Anthony Peck is a registered investment advisor at Integrity Alliance, LLC, based in Johnston, IA, with 3 years of industry experience. Anthony 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
9245 Northpark Dr, Johnston, IA, 50131
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Regulatory History (1)
Regulatory
December 2023Other Business ActivitiesSells Insurance
Anthony is the Owner/CEO of ACP Financial LLC, an S-Corp for fixed insurance business, and a Sales Director for Heartland Retirement Group/American Senior Benefits/Integrity Marketing, selling health, life, and fixed annuity insurance products. These activities take nearly all of Anthony's time.
Employment History
Current Registrations
Integrity Alliance, LLC
State Registrations1 state
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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