Alexander Lewis
Alexander Lewis is a registered investment advisor at Independent Advisor Alliance, LLC, based in Irmo, SC, with 9 years of industry experience. Alexander 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
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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
715 Kennerly Road, Irmo, SC, 29063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander provides administrative and investment advisory services through Independent Advisor Alliance and Blackbridge Financial, spending nearly full-time on these activities. He also engages in tax preparation, real estate rental through Lewis Holdings, LLC, and works as an agent for non-variable insurance through SAGE Insurance Partners and Dixon Wells/Vanbridge, dedicating minimal time to these roles.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations13 states
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