Kevin Shah is a registered investment advisor at Independent Advisor Alliance, LLC, based in Irvine, CA, with 7 years of industry experience. Kevin 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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Number of Clients
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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
9481 Irvine Center Dr, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a financial professional doing business as Provence Wealth Management and Revant Wealth, and provides investment advisory services through Provence Registered Investment Advisor and Independent Advisor Alliance, LLC. He also works as a lecturer at the University of California, Irvine, and has a business entity, KSHAH Consulting LLC, for tax/investment purposes only; these activities take about 10-20% of his time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Provence Wealth Management Group
Compound Advisers, INC.
Provence Wealth Management Group
LPL Financial LLCBroker
State Registrations1 state
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