Breakaway Independent Advisors, LLC

Breakaway Independent Advisors provides discretionary investment management, financial planning, and access to independent third‑party money managers for individuals, high‑net‑worth families, trusts, and corporations. Like many investment managers, it charges asset‑based advisory fees and may recommend rollovers of retirement plan assets into managed IRAs when appropriate.

The firm’s investment process emphasizes strategic asset allocation with tactical adjustments and draws on fundamental, technical, quantitative, and model‑manager analysis, with the ability to hold elevated cash positions depending on market outlook. It routinely selects and monitors third‑party managers, conducts due diligence on those managers, and uses third‑party technology (for example, Advyzon) for performance reporting and administrative support.

Notable distinctions in the brochure include disclosures that some supervised persons sell insurance products and provide tax or accounting services in their individual capacities — arrangements the firm treats as outside business activities and potential conflicts of interest that it supervises. The firm also explicitly describes its practice of selecting outside managers and participating in custodial/platform programs (including the firm’s recommended custodian), which can create economic relationships and benefits that are less common among peers in this category.