James Larschan
James Larschan is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Palm Beach Gardens, FL, with 44 years of industry experience. James 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
3300 PGA Blvd, Ste 820, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2019Other Business ActivitiesSells Insurance
James is the President of Wealth Planning Consultants, a DBA for life insurance and financial planning. He dedicates full-time hours to sales and service.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Princor Financial Services CorporationBroker
Mimlic Sales CorporationBroker
Integrated Resources Equity CorporationBroker
Transamerica Financial Resources, INC.Broker
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.