Johnny Rutledge
Johnny Rutledge is a registered investment advisor at Independent Advisor Alliance, LLC, based in Matthews, NC, with 18 years of industry experience. Johnny 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
1013 Chestnut Lane, Suite 130, Matthews, NC, 28104
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Johnny operates Rutledge Financial Partners as a DBA for his LPL business and is associated with Independent Advisor Alliance as a registered investment advisor. He also has a part-ownership in Red Key Ventures, an entertainment venture, and sells non-variable insurance, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations21 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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