Lisa Taylor
Lisa Taylor is a registered investment advisor at Independent Advisor Alliance, LLC, based in Columbia, SC, with 2 years of industry experience. Lisa 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
416 West Main Street, Columbia, SC, 29072
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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
Lisa is involved in several business activities, including tax preparation/accounting, mortgage/real estate services, notary services, and providing investment advisory services through Independent Advisor Alliance. She also serves as a non-profit board member and works as an insurance producer for Sage Insurance Partners, dedicating a few hours per week to this role.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 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.