Jay Blanchard
Jay Blanchard is a registered investment advisor at Independent Solutions Wealth Management, LLC, based in Williamsville, NY, with 23 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4,285 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Solutions Wealth Management offers several investment management options:
- Mutual Fund Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- ETF Portfolio Management: Fees range up to 2.50% of the portfolio's value.
- Stock Portfolio Management: Fees range up to 2.75% of the portfolio's value. A minimum account balance of $100,000 is required, but may be waived.
- Third-Party Manager Selection: Fees range up to 2.50% of the portfolio's value, in addition to the third-party manager's fees.
Fees are billed quarterly in arrears based on the average daily balance of the previous quarter. Fees may be waived or negotiated.
Location
305 Spindrift Drive, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Jay is involved in several business activities, including practice management and technology consulting, insurance sales, and operating multiple DBAs and LLCs. He also dedicates minimal time to Life Leadership and fundraising for the American Widow Project.
Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
New England SecuritiesBroker
The Leaders Group, INC.Broker
State Registrations21 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.
Exams
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