Sarah Robinson is a CFP-designated registered investment advisor at Supreme Alliance LLC, based in Charlotte, NC, with 24 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
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Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
Charlotte, NC
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Regulatory History (2)
Employment Separation After Allegations
March 2025Customer Dispute
February 2025Employment History
Current Registrations
Supreme Alliance LLC
Supreme Alliance LLCBroker
Supreme Alliance LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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.