Independent Advisor Alliance, LLC
Assets Under Management
$14.1B
Number of Clients
34,127
Number of Advisors
286
Average Client AUM
$412K
AUM per Advisor
$49.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Independent Advisor Alliance (IAA) is an SEC-registered investment advisor offering asset management, retirement, and financial planning services. IAA operates through a network of advisory representatives with offices throughout the United States. IAA offers discretionary asset management services through a wrap fee program.
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
Location
11215 N. Community House Rd., Ste. 775, Charlotte, NC, 28277