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
19 Halton Green way, Greenville, SC, 29607
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 Activities
Anna operates under the DBAs Harwood Wealth Management for both her LPL and RIA businesses, dedicating full-time hours to each. She also provides administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm, dedicating minimal time during trading hours.