John Edward Thur

CFA

Independent Solutions Wealth Management, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Independent Solutions Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

3,774 clients

Average Client Portfolio

$325K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$3K

Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Independent Solutions Wealth Management, LLC

November 2021 - Present · 4 yrs 3 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.