Independence Square Holdings, LLC
Independence Square Advisors helps clients build, manage, and protect their wealth. They offer portfolio management based on your goals and risk tolerance, and can use third-party asset managers or model portfolios. They also provide financial planning and consulting services tailored to your individual needs. Some advisors are also registered with LPL Financial and may offer brokerage services.
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.