Patrick Gunther
Patrick Gunther is a registered investment advisor at Independent Advisor Alliance, LLC, based in Summerville, SC, with 32 years of industry experience. Patrick 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
Summerville, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other 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
LPL Financial LLCBroker
Previous Registrations
Generouswealth, LLC
Independent Advisor Alliance, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, INC.Broker
New England SecuritiesBroker
Allied Capital Group, INC.Broker
State Registrations5 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.