John Kamel
John Kamel is a registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 4 years of industry experience. John 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
11215 N. Community House Road, Suite 775, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (4)
Financial
August 2021Financial
June 2021Financial
May 2021Financial
April 2021Other Business Activities
John is an investment advisor with Independent Advisor Alliance since June 2023, spending full-time on this activity. He provides investment advisory services through the firm, which is separate from LPL Financial.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations52 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.