Morgan Hinchen
Morgan Hinchen is a registered investment advisor at Independent Advisor Alliance, LLC, based in Rock Hill, SC, with 1 years of industry experience. Morgan 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
305 Oakland Avenue, Rock Hill, SC, 29730
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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.
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Morgan operates Palmetto Investment Consultants, LLC as a DBA for their LPL business and provides administrative support to Independent Advisor Alliance. These activities are investment-related and take up nearly all of Morgan's time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations1 state
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