Independent Wealth Network (IWN) offers investment advisory services tailored to individual client situations. IWN's advisors review clients' financial situations, risk tolerance, and goals to make specific recommendations. They also offer ongoing financial planning and consulting services for an additional fee. IWN may recommend third-party managers to manage client assets. IWN does not maintain custody of client assets.
Fee Structure
Independent Wealth Network (IWN) is compensated with fees based on a percentage of the average daily value of your investments each month. The fees are deducted directly from your account. The exact management fee is negotiated between you and your advisor, but IWN requires a program fee of 0.10% of assets per year and does not allow advisors to charge more than 2.50% of assets per year. For accounts held away at other custodians, the program fee is higher.