Independent Investment Bankers specializes in connecting individual investors and high-net-worth clients with third-party registered investment advisors who manage investment portfolios. Independent Investment Bankers does not manage client money, select securities, or provide ongoing investment management. Instead, Independent Investment Bankers evaluates your financial needs and recommends a suitable third-party portfolio manager, such as Worthpoint, Spencer Pierce Wealth Management, or UBS Private Wealth Management. The third-party advisor you choose handles all account setup, trade execution, and ongoing portfolio supervision. Independent Investment Bankers is compensated through referral fees paid directly by the third-party advisor, which does not increase the total advisory fee you pay.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.