Independence Capital Company manages ongoing investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, and corporations. Independence Capital Company uses fundamental analysis and long-term investment strategies, advising on exchange-listed securities, over-the-counter securities, corporate debt, government securities, and alternative investments. Clients can customize portfolios and impose restrictions based on their personal values. In addition to investment management, Independence Capital Company offers financial planning services covering areas such as investment planning, life insurance, taxes, retirement, college savings, and debt management. The firm also provides insurance and broker-dealer services through its representatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.50% |
| $25K - $250K | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.