Joseph Query is a CFP-designated registered investment advisor at Independence Wealth Advisors, LLC, based in Independence, OH, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Independence Wealth Advisors, LLC
Previous Registrations
Strategic Wealth Partners, LTD.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Cco Investment Services CORP.
Fifth Third Securities, INC.
Natcity Investments, INC.
Morgan Stanley
State Registrations1 state
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