Independence Wealth Advisors manages investment portfolios and offers financial planning and pension consulting for individuals, high-net-worth clients, and retirement plans. Independence Wealth Advisors builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing a range of investments including mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and alternatives. The firm operates with the authority to make trades on your behalf without asking permission for each individual transaction. In addition to core portfolio management, Independence Wealth Advisors provides technology tools for tracking account performance and managing accounts held away, such as workplace retirement plans. The firm is required to act in your best interest when providing retirement advice. Independence Wealth Advisors charges fees based on a percentage of the assets they manage for you, and may also charge fixed fees for financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| 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 flat rate based on total assets under management and are generally negotiable.