Sharon Herman
Sharon Herman is a registered investment advisor at Independent Advisor Alliance, LLC, based in Dunedin, FL, with 24 years of industry experience. Sharon 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
Dunedin, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon operates Silver Key Wealth Management as a DBA for her LPL business, dedicating about half of her time to it. She also provides investment advisory services through Independent Advisor Alliance, spending about 10-20% of her time, and operates Liberal Investing as both a Registered Investment Advisor DBA and a DBA for her LPL business, dedicating about a quarter of her time to the former and about 10-20% to the latter.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
Edward Jones
Edward JonesBroker
State Registrations15 states
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