If you are a non-investment related financial professional, The Investment Advisor Alliance can help you complement your current offerings to provide a one-stop shop for your clients to receive investment management and fiduciary advice. Insurance agents, financial planners, and tax advisors (EA or CPA) can provide valuable additional services to their clientele fortifying their position as a trusted advisor. Becoming an investment advisor, you charge a fee for dispensing advice regarding portfolio and planning decisions, in lieu of a fee based on the amount of assets under management. This generates a continuous revenue stream for you and ongoing portfolio supervision for your clients.
Alternatively,The Investment Advisor Alliance, believes everybody should have access to an advisor who is knowledgeable and trustworthy. Accordingly, we do not shy away from individuals with no prior experience; rather, we will engage a prospective advisor to determine if he or she will be a good fit with IAA's principles and eager to learn. We can assist advisors entering the business by acting as consultants to their business plan and for those with no money management experience, IAA can advise client portfolios with you. With IAA, you will be mentored each step of the process. When you feel ready and management agrees, you will be eligible to fully run your own practice.
Please continue reading through the IAA website to find out more about the vast array of services we provide and how we can assist you.