William Addison
William Addison is a registered investment advisor at Independent Advisor Alliance, LLC, based in Columbia, SC, with 13 years of industry experience. William 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
1213 Lady Street, Suite 200, Columbia, SC, 29201
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business ActivitiesSells Insurance
William owns rental real estate and an auto wholesale business, dedicating minimal time to each. He also provides investment advisory services through Independent Advisor Alliance and sells non-variable insurance through Highland Capital Brokerage, spending a few hours per week on the latter.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations7 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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