Independent Wealth Network, INC.
Assets Under Management
$422.6M
Number of Clients
1,365
Number of Advisors
29
Average Client AUM
$310K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Independent Wealth Network offers investment advisory services tailored to individual client situations. They consider factors like investment objectives and IAR expertise. Financial planning and consulting services are available upon request, potentially with separate written agreements. They also offer wealth management services.
Fee Structure
Fees for financial planning or consulting are negotiated based on complexity and scope, and can be a single fee, hourly fee, or retainer. Wealth management fees are based on a percentage of the average daily value of assets, assessed monthly in arrears. IWN charges a Program Fee in addition to the investment management fee charged by the IAR. IWN will not allow IARs to impose a total fee lower than the Firm’s Program Fee of 0.10% of assets per year or more than 2.50% of assets per year. Fees are negotiable with the IAR.
Areas of Practice
Location
2350 NW 128th St, Urbandale, IA, 50323