Independence Wealth Advisors, LLC
Assets Under Management
$162.8M
Number of Clients
351
Number of Advisors
5
Average Client AUM
$464K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Independence Wealth Advisors, LLC (IWA) offers portfolio management services tailored to individual client goals, pension consulting services, eMoney technology access, and financial planning. IWA may direct clients to third-party investment advisers. They use various methods of analysis and investment strategies.
Fee Structure
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
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
Location
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131