Richard Durkee
Richard Durkee is a registered investment advisor at Independent Advisor Alliance, LLC, based in Charleston, SC, with 14 years of industry experience. Richard 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
22 Westedge Street, Suite 400, Charleston, SC, 29403
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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
Richard is the president of the Grand Strand Association of Life Underwriters and operates Coastal Financial Planning Group LLC as a DBA for his RIA business. He also spends about 10-20% of his time on outside insurance activities.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Precision Capital Management
Horter Investment Management, LLC
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.