Independence Wealth Advisors (IWA) offers portfolio management tailored to individual client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, retirement, college, and debt. IWA may use third-party investment advisors. Clients have access to eMoney Technology. IWA also provides services for accounts not directly held in their custody, such as 401(k) accounts, using Pontera Solutions Inc.
Assets Under Management$160M
Clients351
Advisors5
Avg. per Client$460K
Avg. per Advisor$33M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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