Antonio Vince Porretta

Independent Advisor Alliance, LLC

25 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Independent Advisor Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

286 advisors

Number of Clients

34,127 clients

Average Client Portfolio

$412K average

Assets Under Management

$14.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

3916 Balmoral Ave., Harrisburg, NC, 28075

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History

Regulatory History (1)

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Employment Separation After Allegations

June 2011

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Other 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.