Assets Under Management
$1.2B
Number of Clients
3,774
Number of Advisors
24
Average Client AUM
$325K
AUM per Advisor
$51.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Independent Solutions offers discretionary and non-discretionary investment advisory services. Asset management options include mutual fund, ETF, and stock portfolios, third-party manager selection, financial plans, tactical portfolio management, and small account models. They use fundamental and technical analysis.
305 Spindrift Drive, Williamsville, NY, 14221