Sean Mcculloch is a registered investment advisor at Independent Advisor Alliance, LLC, based in Irmo, SC, with 1 years of industry experience. Sean 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
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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
715 Kennerly Road, Irmo, SC, 29063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean operates Blackbridge Financial as a DBA for his LPL business, dedicating nearly full-time hours to it. He also provides administrative support to Independent Advisor Alliance, another registered investment advisor, spending nearly full-time hours on this activity as well.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations8 states
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