Independent Wealth Network manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth individuals, trusts, retirement plans, and businesses. Independent Wealth Network offers discretionary wealth management, utilizing fundamental and technical analysis, long-term and short-term purchases, margin transactions, and options. Clients complete an Investment Policy Statement outlining their objectives and risk tolerance, and Independent Wealth Network's investment advisor representatives carry out trades on their behalf. The firm also offers services for held-away accounts like retirement plans through third-party technology. Independent Wealth Network works with third-party managers and model providers to construct and monitor investment strategies. Additionally, ongoing or project-based financial planning is available upon request, covering retirement, estate, tax, and insurance planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.