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CFP
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CFP

Craig Faile

Independent Advisor Alliance, LLC
29 Years of Experience
Charlotte, NC
Broker
View SEC Summary
View SEC Summary

Craig Faile is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 29 years of industry experience. Craig 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
—
View Full SEC Brochure

Location

3440 Toringdon Way, Ste. 205, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Craig is affiliated with Blackbridge Financial and Independent Advisor Alliance as a registered investment advisor since 2013, providing investment advice. This activity takes nearly all of Craig's time.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
December 2013 - Present · 12 yrs 10 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Signator Investors, INC.
March 2006 - December 2013 · 7 yrs 9 mos
Signator Investors, INC.Broker
July 1997 - December 2013 · 16 yrs 5 mos
State Registrations9 states
AZFLGAMINCNVSCTNWV
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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