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Patrick Gunther

Independent Advisor Alliance, LLC
32 Years of Experience
Summerville, SC
1 DisclosureBroker
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Patrick Gunther is a registered investment advisor at Independent Advisor Alliance, LLC, based in Summerville, SC, with 32 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.

Independent Advisor Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
45,002 clients
Average Client Portfolio
$383K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Summerville, SC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011
Dismissed
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Other Business Activities

Patrick is involved with GenerousWealth, LLC (DBA Blackbridge Financial) as a Registered Investment Advisor DBA, spending nearly full-time on this. He also works with Blackbridge Financial as a DBA for LPL business and Independent Advisor Alliance, providing investment advisory services, dedicating about 10-20% of his time to the former and nearly full-time to the latter.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Generouswealth, LLC
August 2020 - January 2021 · 5 mos
Independent Advisor Alliance, LLC
August 2016 - September 2020 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - August 2016 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - August 2016 · 5 yrs 2 mos
David Lerner Associates, INC.Broker
January 1996 - June 2011 · 15 yrs 5 mos
New England SecuritiesBroker
January 1994 - January 1996 · 2 yrs
Allied Capital Group, INC.Broker
October 1986 - January 1987 · 3 mos
State Registrations5 states
FLNYRISCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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