Indie Asset Partners (IAP) offers financial planning and investment management services. IAP works with clients to create a financial outline and investment plan based on their goals and risk tolerance. IAP manages investment portfolios on a discretionary or non-discretionary basis, investing in ETFs, individual stocks, mutual funds, fixed income securities, and alternative investments. IAP also provides family office services to high-net-worth clients with at least $5 million under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Clients retained prior to August 2024 may pay investment advisory fees based on different asset breakpoints which may result in a lower overall standard fee schedule. IAP, at its discretion, makes exceptions to the foregoing or negotiates special fee arrangements, including but not limited to a flat fee schedule, where IAP deems it appropriate under the circumstances.