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
252 Ellsworth Circle, St. Johns, FL, 32259
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 ActivitiesSells Insurance
Aadarsh is an agent for Piedmont Capital selling non-variable insurance products (life, accident, health) since 2017 and owns rental real estate. Aadarsh also provides investment advisory services through Independent Advisor Alliance and Blackbridge Financial, spending about a quarter of his time on these activities.