Michael Hoeflich
Michael Hoeflich is a registered investment advisor at Independent Solutions Wealth Management, LLC, based in Williamsville, NY, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,774 clients with $1.2B 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
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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 →Other Business Activities
Michael is a registered representative at The Financial Guys, LLC, spending about a quarter of his time there. He is also a passive minority owner of Independent Solutions Wealth Management, LLC, dedicating minimal time. Additionally, Michael is a 100% owner of a Social Security Claiming Strategist business, spending a few hours per week, and an LLC member and book author at Beyond Break Even.
Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations12 states
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