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$1.2B
Clients3,774
Advisors26
Avg. per Client$320K
Avg. per Advisor$47M
www.iswealthmanagement.com ·www.facebook.com/independentsolutionswealthmana... ·www.linkedin.com/company/independent-solutions-...
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.
Loading...
Location
26 Advisors at this firm
Page 1 of 2