Alejandro Jose-megino Ochoa

Independent Advisor Alliance, LLC

22 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

Santa Barbara, CA

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Regulatory History (1)

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Judgment / Lien

May 2019

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Other Business Activities

Alejandro operates True Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also provides investment advisory services through Independent Advisor Alliance, spending nearly full-time hours on this activity as well.