Brian Platt
Brian Platt is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 36 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Brian operates Independence Square Advisors and Independence Square Holdings, LLC as DBAs and a registered investment advisor, dedicating full-time hours to these activities. Brian also sells fixed life, health, disability, LTC insurance and fixed annuities, spending a few hours per week on this.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.