Ryan Czamara
Ryan Czamara is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
11215 N. Community House Rd, St 775, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan uses Hamilton Wealth Management as the business name for his investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Ryan also holds an insurance license and may recommend insurance products for commission, separate from his advisory services.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Private Advisor Group, LLC
Securities America, INC.Broker
Schaffer & Company Asset Management, INC.
Brighton Securities CORP.
Brighton Securities CORP.Broker
State Registrations1 state
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.
Exams
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