Independent Solutions Wealth Management offers investment advice and financial services to individuals and businesses. Services include mutual fund, ETF, and stock portfolio management, third-party manager selection, financial planning, tactical portfolio management, and small account models. Investment advice is offered on both a discretionary and non-discretionary basis.
Assets Under Management$1.5B
Clients4,285
Advisors31
Avg. per Client$360K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$3K
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.
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Location
31 Advisors at this firm
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