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 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
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.