Independence Wealth Advisory Services manages personalized investment portfolios and provides comprehensive financial planning for individuals, high-net-worth clients, and businesses. Independence Wealth focuses on creating tailored investment strategies that match each client's specific goals, time horizon, and risk tolerance using a passive investing approach primarily utilizing index funds and exchange-traded funds. In addition to portfolio management, Independence Wealth offers guidance across various financial areas including retirement planning, tax strategies, estate planning, cash flow management, business consulting, and employee benefits. The firm operates with a minimum household account size of $750,000, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and subject to a minimum annual fee of $2,000 per household or $1,000 per account. The total fee will not exceed 2.00%.