Independent Advisor Alliance (IAA) offers asset management, retirement, and financial planning services. IAA's business model includes a network of advisory representatives with offices throughout the United States. IAA offers both discretionary and non-discretionary investment advisory services. Financial planning services include a comprehensive evaluation of a client’s current and future financial state. IAA also offers wealth coaching services to help clients make progress toward their stated goals.
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.