Francesco Spezzano
Francesco Spezzano is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Levittown, PA, with 51 years of industry experience. Francesco 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
28 Vestry Lane, Levittown, PA, 19054
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
Francesco owns several businesses, including IRUS Corp (an insurance broker where he spends about 10-20% of his time), IRUS Advisory (an RIA), CASA 925 LLC, and UFFICIO 923 LLC (both real estate companies). He also owns a condo for personal use.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Irus Advisory Corporation
Previous Registrations
Lion Street Financial, LLCBroker
The Leaders Group, INC.Broker
NFP Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Pim Financial Services, INC.Broker
Planner's Independent Management, INC.Broker
Integrated Resources Equity CorporationBroker
Phoenix Equity Planning CorporationBroker
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.