Alec Acampora
Alec Acampora is a ChFC-designated registered investment advisor at Independence Wealth Advisors, LLC, based in Independence, OH, with 2 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 379 clients with $210M 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 |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are flat rate based on total assets under management and are generally negotiable.
Fee Estimator
Location
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131
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 →Employment History
Current Registrations
Independence Wealth Advisors, LLC
Previous Registrations
Nylife Securities LLCBroker
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
More Advisors
- Joseph Query, CFPIndependence Wealth Advisors, LLC
- Robert Ross, CFPAmeriprise Financial Services, LLC
- Robert Lambert, CFA
- Michael Doherty, CFAPrasad Wealth Partners
- Christine Kalt, CFA, CFPGatepass Capital, LLC
- James Wineland, CFPJohnson Investment Counsel, INC.