Juliet Penna
Juliet Penna is a registered investment advisor at Independent Advisor Alliance, LLC, based in Clemson, SC, with 4 years of industry experience. Juliet 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
1011 Tiger Blvd., Suite 600, Clemson, SC, 29631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juliet operates Blackbridge Financial as a DBA for her LPL business and provides administrative support to Independent Advisor Alliance, an independent investment advisor firm, dedicating nearly full-time hours to this. Juliet is also a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations1 state
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