How does the advisor help clients – Key Takeaways:
Independence Wealth is a highly experienced and knowledgeable financial advisor that offers a range of services to help clients achieve their financial goals. With a client-centric approach and a deep understanding of the financial markets, Independence Wealth is able to provide sound financial advice to clients from all walks of life.
Facts and Insights
With a strong focus on independence and objectivity, Independence Wealth is dedicated to providing unbiased and personalized financial strategies to its clients. The firm believes that every client is unique and therefore deserves a tailored approach to their financial planning. By staying on top of market trends and analyzing economic data, Independence Wealth is able to offer insights and guidance that go beyond standard recommendations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Independence Wealth offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance solutions
Client Types
Independence Wealth serves a diverse group of clients including individuals, families, small business owners, and corporations. The firm believes that financial planning is important for everyone, regardless of their net worth or stage in life.
Fees & Compensation
Independence Wealth is committed to complete transparency when it comes to fees and compensation. The firm charges a percentage of assets under management for investment advisory services and may also receive commissions for certain products. Clients can expect to receive a detailed breakdown of fees and compensation before any services are performed.
Background
Independence Wealth was founded by a team of financial experts who shared a vision of providing independent, unbiased, and customized financial advice to their clients. With years of combined experience in the financial industry, the team at Independence Wealth is well-equipped to address a wide range of financial needs and goals.
Financial Advisor Disclosures to Know
As an independent advisor, Independence Wealth is held to the highest ethical standards and is legally required to disclose any potential conflicts of interest to clients. The firm is also registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Clients can view additional disclosures on the firm’s Form ADV, which is available on the SEC’s website.