Belle Crause
Belle Crause is a registered investment advisor at Integrity Advisory Solutions, based in Puyallup, WA, with 3 years of industry experience. Belle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
15406 Meridian St E, Suite 205, Puyallup, WA, 98375
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Belle is co-owner of Mission Focused Financial, LLC, an insurance agency providing life, health, annuity, and estate planning products, dedicating about a quarter of her time. She is also co-owner of Mission Focused Capital Management, LLC, a DBA for her securities business, which is a full-time commitment.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations3 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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