Independent Solutions Wealth Management, LLC
Assets Under Management
$1.2B
Number of Clients
3,774
Number of Advisors
24
Average Client AUM
$325K
AUM per Advisor
$51.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The firm offers various investment management services including mutual fund, ETF, and stock portfolio management, as well as third-party manager selection, financial planning, tactical portfolio management, and small account models. They provide both discretionary and non-discretionary advisory services.
Fee Structure
Financial planning fees range from $500 to $10,000 based on complexity. Hourly consulting rates range from $150 to $300 per hour. Advisory fees for asset management services (Mutual Fund, ETF, and Third-Party Manager Selection) range up to 2.50% of assets. Stock Portfolio Management fees range up to 2.75%. Fees are billed quarterly in arrears, based on the average daily balance of the previous quarter. The firm may waive or negotiate fees at its discretion.
Areas of Practice
Location
305 Spindrift Drive, Williamsville, NY, 14221