Antonio Porretta
Antonio Porretta is a registered investment advisor at Independent Advisor Alliance, LLC, based in Harrisburg, NC, with 26 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
3916 Balmoral Ave., Harrisburg, NC, 28075
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2011Other Business Activities
Antonio is the sole owner of Harrisburg Financial, LLC, an entity for tax/investment purposes, but spends no time on it. He is also affiliated with Independent Advisor Alliance and Blackbridge Financial, spending about half of his time and about a quarter of his time, respectively, on these investment-related activities. Finally, Antonio is employed by Charlotte Eagles Soccer Club, dedicating about 10-20% of his time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Brighton Securities CORP.Broker
Salomon Smith Barney INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.