Independence Wealth Group (IWG) offers portfolio management using stocks, bonds, mutual funds, ETFs, REITs, and UITs. They also provide financial planning, reviewing assets, liabilities, and insurance. IWG may offer educational seminars at no cost. Services are tailored to individual client needs, with ongoing monitoring and periodic investment reviews.
Assets Under Management$4.7M
Clients54
Advisors3
Avg. per Client$86K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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