Independent Investment Advisor, LLC

Overview

Independent Investment Advisor, LLC is a small, independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individuals, families and small businesses. Its client base is private clients rather than institutions, and it operates under a fee model that combines a percentage-of-AUM charge with the possibility of performance-based fees. The advisor does not position itself as an ESG-focused manager, is not identified as a multi-state adviser, and does not act as a capital allocator or pension consultant. Its advisory activity centers on direct portfolio management rather than running external investment platforms or affiliated advisory businesses.

Assets & Accounts

Investments & Alternatives