Christopher Prevette
Christopher Prevette is a CFA-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
4777 Sharon Road, Suite 540, Charlotte, NC, 28210
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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 Activities
Christopher is a board member and treasurer for the Charlotte Carolinas Rugby Club, a non-profit focusing on youth and community outreach. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
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.
Exams
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