Stephanie Vokral
Stephanie Vokral is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Columbia, SC, with 26 years of industry experience. Stephanie 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.
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
625 Meadow Street, Columbia, SC, 29205
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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
Stephanie is involved in several investment-related activities, including working as a registered investment advisor through Independent Advisor Alliance and The Financial Knot, taking up a significant amount of her time. She is also an agent for non-variable insurance through Sage Insurance Partners, dedicating minimal time to this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
Wells Fargo Advisors, LLCBroker
Allstate Financial Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 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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