Antonio Vince Porretta

Independent Advisor Alliance, LLC

25 Years of Experience

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Firm Information

Independent Advisor Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

286 advisors

Number of Clients

34,127 clients

Average Client Portfolio

$412K average

Assets Under Management

$14.1B

Fee Structure

Minimum Investment:None

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.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

3916 Balmoral Ave., Harrisburg, NC, 28075

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Regulatory History (1)

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Employment Separation After Allegations

June 2011

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Other Business Activities

Antonio is the sole owner of Harrisburg Financial, LLC, an entity for tax/investment purposes, but spends no time on it. He is also affiliated with Independent Advisor Alliance and Blackbridge Financial, spending about half of his time and about a quarter of his time, respectively, on these investment-related activities. Finally, Antonio is employed by Charlotte Eagles Soccer Club, dedicating about 10-20% of his time.