Independent Wealth Management, LLC
Assets Under Management
$175.4M
Number of Clients
181
Number of Advisors
3
Average Client AUM
$969K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Independent Wealth Management, LLC is an investment advisory firm. Stephen Michael Fisher, Jay Brant Berger, and Scott C Hackney are the representatives of the firm. Jay Berger is also associated with Rehmann Financial, which may present a conflict of interest.
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the firm's main brochure for fee details.
Areas of Practice
Investment Management
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Location
236 1/2 E. Front St, Traverse City, MI, 49684