Independent Wealth Management (IWM) provides personalized financial planning and investment management services. IWM offers a Wealth Management Program that combines both planning and management. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. IWM also offers retirement plan services to retirement plan sponsors.
Assets Under Management$200M
Clients176
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable. Effective at the start of the 6th year of IWM providing continuing service to a client in our Wealth Management Premier service the first tier of the above fee schedule will be reduced to .75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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