Andrew Amys is a registered investment advisor at Independent Advisor Alliance, LLC, based in South Range, WI, with 13 years of industry experience. Andrew 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
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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
South Range, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a co-owner of Sugar on Top Bakery, LLC and owner of Berg Park Holdings, LLC, both entities for tax/investment purposes. He also works full-time providing investment advisory services through Independent Advisor Alliance and Marline & Associates Wealth Management, and spends minimal time as a youth baseball umpire.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations27 states
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