AK
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Independence Wealth Advisors, LLC
August 2020 - Present · 5 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.