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
715 Kennerly Road, Irmo, SC, 29063
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
Benjamin is affiliated with Blackbridge Financial and Independent Advisor Alliance, providing investment advisory services and dedicating full-time hours to the latter. He is also a board member of Kingston Forrest Homeowners Association, Inc and an agent with Sage Insurance Partners, selling non-variable insurance products, dedicating minimal time to this activity.