Kary Brownlee
Kary Brownlee is a registered investment advisor at Independent Advisor Alliance, LLC, based in Kennesaw, GA, with 23 years of industry experience. Kary 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
1690 Stone Valley Lane NW, Suite 221, Kennesaw, GA, 30152
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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 Activities
Kary operates Freedom Wealth Partners as a DBA for his LPL business since 2012. He also dedicates full-time hours to providing investment advisory services through Independent Advisor Alliance since 2019, operating under the DBA Freedom Wealth Partners, Inc. and spends minimal time as a youth soccer referee.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 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.