Independence Financial Advisors provides investment advice and financial planning services. They manage investment portfolios for individuals, pension plans, and charitable organizations, tailoring their services to each client's needs. Independence uses asset allocation models based on a client's objectives and risk tolerance. They do not offer bundled fees.
Assets Under Management$460M
Clients2,777
Advisors6
Avg. per Client$170K
Avg. per Advisor$77M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000. Fixed-income accounts only: 0.50% for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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