Edwin Crisp
Edwin Crisp is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Belmont, NC, with 24 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
27 E. Catawba Street, Belmont, NC, 28012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edwin is a licensed insurance agent who may recommend and sell commissionable insurance products like life insurance and long-term care insurance to clients. He also prepares a small number of tax returns and is an elected board member of the Montcross Chamber Board of Directors and the Investment Committee of the Associated Reformed Presbyterian Church.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Clearbrook Advisory Services, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
State Registrations2 states
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.