Independent Financial Group is a full-service broker-dealer and registered investment advisor that offers a wide array of wealth management services, including discretionary and non-discretionary portfolio management, third-party asset management programs, custom asset management accounts, and financial planning. The firm operates primarily through a network of independent investment advisor representatives who help individual clients build diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, alternative investments, and annuities. Independent Financial Group accommodates various client needs through multiple platform options like AccessPoint and Charles Schwab custody, tailoring strategies to individual risk tolerance and financial goals.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.