BS
Firm Information
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.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningHigh Net WorthBusiness Owners
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Advisor Information
Office location
Annapolis, MD
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Independent Advisor Alliance, LLC
February 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
April 2015 - April 2017 · 2 yrs
Morgan Stanley Broker
March 2015 - April 2017 · 2 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.