Assets Under Management
$175.4M
Number of Clients
181
Number of Advisors
3
Average Client AUM
$969K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Independent Wealth Management, LLC provides advisory services through its representatives. Jay B. Berger is also an investment adviser representative with Rehmann Capital Advisory Group, LLC. The firm endeavors to put clients' interests first.
236 1/2 E. Front St, Traverse City, MI, 49684