Your IA, LLC

Your IA, LLC is a fee‑only investment adviser that provides discretionary and non‑discretionary portfolio management and standalone or integrated financial planning through its team of Investment Advisory Representatives. The firm reports $106 million in regulatory assets under management, 15 advisors, and 188 clients, and serves a mix of individuals, families, trusts, and institutional registration types.

Advisory services are tailored by IARs and implemented using third‑party strategies and models accessed through the Orion Communities platform; Your IA retains trading authority, may engage sub‑advisors, and conducts due diligence on models while periodically adjusting allocations for client needs. The firm charges asset‑based advisory fees and may bill separately for financial planning or other special services, and it uses custodial arrangements that permit advisory fee debits and standing letter authorizations in certain circumstances.

What distinguishes the firm from many multi‑team peers is its corporate and operating structure: it is owned by Associate Owners Group and has affiliations with another registered adviser (Colab Capital), multiple affiliated insurance agencies, and several technology/service companies (including CRM and planning software providers). The firm also allows some IARs to recommend and implement insurance products in their separate capacity (which can generate commission compensation), and its reported scale and advisor‑centric platform suggest a practice model that differs from peers focused primarily on traditional high‑net‑worth or mass‑retail individual client segments.