Independent Advisor Alliance, Llc

Independent Advisor Alliance, Llc offers educational seminars/workshops, financial planning services, selection of other advisers, publication of periodicals or newsletters, portfolio management for businesses, pension consulting services, portfolio management for individuals and/or small businesses and also performs business activities as insurance broker or agent, registered representative of a broker-dealer.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Hourly charges

Fixed fees

A percentage of assets under management

Hourly charges

Fixed fees

Operations

Insurance broker or agent

Registered representative of a broker-dealer

Branches

207

Employees

207

Investment Advisors

207

Employees

207

Investment Advisors

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+1 (888) 430-1555

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Client Types

Individuals
Companies & Institutions
Other

98.5%

24,825

Account Overview

Assets
Accounts
Assets per Account

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With our trusted network of advisors, we’ll connect you
with up to three established planners in your area.

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