Frequently Asked Questions

  • What is the pricing structure?

    Designed with advisors' growth in mind, IAA's most popular affiliation and pricing model is flat fee. We shouldn't profit from your book of business, whether that's positive or negative, so your rate stays the same.

  • What type of affiliation models does IAA offer?

    Advisors have the option of choosing between multiple affiliation models: Corporate, Hybrid, or RIA-Only.

  • What am I getting by partnering with IAA and not going independent on my own?

    By partnering with IAA, you receive a complete suite of customizable support services, a dedicated compliance analyst and business consultant, personalized service made possible by our 6:1 partner firm-to-staff ratio.