Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA charges a single annual advisory fee for advisory services and execution of transactions in a wrap account. The maximum annual advisory fee is 2% of the market value of your account, including cash holdings. This fee may include Financial Planning and Consulting services. Advisory fees are negotiable. IAA may charge a lesser investment advisory fee based upon certain criteria.
Areas of Practice
Advisor Information
Office location
3130 Fairhill Drive, Suite 108, Raleigh, NC, 27606
Get directionsRegulatory 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 Activities
Andrew is involved in several business activities, including a business entity for tax/investment purposes, providing investment advisory services through Independent Advisor Alliance (taking up nearly all of his time), and a DBA for LPL business. He also has a business entity called Lipson & Associates, LLC, but spends no time on it.