Independent Wealth Solutions provides investment advisory services by selecting other investment advisors for clients. They also refer clients to other investment advisors. They consider each client's investment goals before recommending an investment advisor. The firm also offers advisory services to 401(k) plans.
Assets Under Management$4.3M
Clients5
Advisors2
Avg. per Client$860K
Avg. per Advisor$2.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fee is 0.4% per quarter, which annualizes to 1.6%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...