Assets Under Management
$162.8M
Number of Clients
351
Number of Advisors
5
Average Client AUM
$464K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Independence Wealth Advisors offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Pension consulting services are also offered. IWA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non -U.S. securities, venture capital funds and private placements.
| Assets Under Management | 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 generally negotiable.
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131