Independent Wealth, LLC offers a financial onboarding service that covers bank accounts, budgeting, savings, investments, and retirement goals. This includes a client profile, discovery appointment, strategic investment plan, cash flow analysis, asset allocation tracking, and implementation planning. After onboarding, clients can opt for a membership subscription for ongoing support, which includes a client portal, annual review and rebalancing, and potentially more frequent meetings, cash flow management, and budgeting assistance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Independent Wealth offers three membership plans for ongoing support after the initial onboarding:
- Annual: $697 per year, includes client portal and annual review & rebalancing.
- Quarterly: $397 per quarter, includes client portal, annual review & rebalancing, quarterly meetings, and cash flow management.
- Monthly: $297 per month, includes client portal, annual review & rebalancing, monthly meetings, cash flow management, budgeting, and up to 1 additional hour of consulting per month.
- Onboarding (Phase 1): $12,000, includes client profile, discovery appointment, strategic investment plan, strategy appointment, cash flow analysis, asset allocation, implementation plan, implementation appointment, and follow-up appointment.
- Additional Appointments: $500 per hour.
Annual Retainer:$697 - $3,564/year
One-Time Plan:$12,000
Hourly Rate:$500/hr
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