Robert Green
Robert Green is a CFA-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Incline Village, NV, with 16 years of industry experience. Robert 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
930 Tahoe Blvd., Suite 802-164, Incline Village, NV, 89451
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Regulatory History (1)
Regulatory
March 2020Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Advisor Resource Council
Cojo Bay Advisors, LLC
Morrison & Frazier, LLC
First Fund Distributors, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations3 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.