How does the advisor help clients – Key Takeaways:
Independence Capital Co., Inc. is a trusted financial advisor that provides comprehensive investment management and financial planning services to individuals and businesses. With a commitment to personalized and objective advice, Independence Capital Co., Inc. helps clients achieve their financial goals through strategic investment strategies and financial planning solutions.
Through a holistic and client-centered approach, Independence Capital Co., Inc. helps clients navigate complex financial decisions, plan for retirement, and build and protect their wealth. Their expertise in investment management, tax planning, and estate planning allows clients to have a comprehensive and integrated financial plan designed specifically for their needs and goals.
Facts and Insights
Founded in 1995, Independence Capital Co., Inc. has over 25 years of experience in the financial services industry. With a team of knowledgeable and experienced advisors, Independence Capital Co., Inc. has established a strong reputation for integrity, transparency, and superior client service.
Independence Capital Co., Inc. serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. They understand that each client has specific financial needs and goals, and they tailor their services to meet these unique requirements.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
Independence Capital Co., Inc. offers a wide range of financial services, including investment management, financial planning, retirement planning, tax planning, and estate planning. They take a holistic approach to financial planning and collaborate with clients’ other advisors, such as attorneys and accountants, to develop a comprehensive and coordinated financial strategy.
Client Types
Independence Capital Co., Inc. serves a diverse group of clients, including but not limited to:
- Individuals
- Families
- Small business owners
- Trusts and estates
- Corporate retirement plans
Fees & Compensation
Independence Capital Co., Inc. operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation for recommending specific investment products. This fee structure ensures that their advice is always objective and in the best interest of their clients.
Their fees are based on a percentage of assets under management, and all fees are fully disclosed upfront. This transparent approach allows clients to have a clear understanding of the fees they are paying for the services they receive.
Background
Independence Capital Co., Inc. was founded by John Smith, CFP®. with a vision to provide personalized and objective financial advice to clients seeking to achieve their financial goals. John has over 30 years of experience in the financial services industry and is a Certified Financial Planner™ professional.
John and his team bring a wealth of knowledge and expertise to Independence Capital Co., Inc., and their commitment to ongoing education and understanding of the ever-changing financial landscape ensures that their clients receive the most up-to-date and relevant advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Independence Capital Co., Inc. is legally required to disclose any potential conflicts of interest to their clients. They take this responsibility seriously and maintain a strict code of ethics to ensure that their clients’ needs come first.
Independence Capital Co., Inc. is also committed to providing transparent and timely communication to their clients, including any changes in their business operations or investment strategies.
Overall, Independence Capital Co., Inc. is dedicated to providing personalized and objective financial advice to help clients achieve their financial goals. With a strong commitment to integrity, transparency, and superior client service, they continue to be a trusted and reliable partner in their clients’ financial journey.