Independence Wealth Advisory Services manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. The firm primarily uses passive investment management strategies.
Assets Under Management$81M
Clients103
Advisors1
Avg. per Client$780K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Minimum annual fee: $2,000 per household, or $1,000 per account. The fee will not exceed 2.00%. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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