Mitchell Alban Kotheimer

CFP

Independence Wealth Advisors, LLC

4 Years of Experience

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Firm Information

Independence Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

351 clients

Average Client Portfolio

$464K average

Assets Under Management

$162.8M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.80%
$1.0M - $2.0M	1.20%
$2.0M - $10.0M	1.00%
$10M+	0.80%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$0 - $10,000

IWA charges an annual fee based on your assets under management, as shown in the fee table. For pension consulting, the rate is up to 2.00% of plan assets. eMoney Technology access is $100/month. Financial planning fees range from $0 to $10,000 and are negotiable. IWA may receive its standard fee on top of the fee paid to a third-party adviser. Fees are generally negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.