Alan Shorr
Alan Shorr is a ChFC-designated registered investment advisor at Investment Advisor Associates, INC., based in Boston, MA, with 43 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 81 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Investment management fees are negotiable.
Fee Estimator
Location
99 Summer Street, 13th Floor, Boston, MA, 02110
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Regulatory
April 1990Other Business Activities
Alan is the 100% owner of Investment Advisor Associates, Inc., a DBA used for marketing purposes, taking nearly full-time. He also owns 20% of 253 Organic LLC and is the CEO of Almar Productions Inc, dedicating nearly full-time to the latter.
Employment History
Current Registrations
Investment Advisor Associates, INC.
Previous Registrations
Investment Advisor Associates, INC.
Quantitative Strategies, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Financial Network Investment CorporationBroker
University Securities CorporationBroker
State Registrations1 state
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.