How does the advisor help clients – Key Takeaways:
INDEPENDENT WEALTH, LLC offers financial expertise to help clients achieve their financial goals. With years of experience and knowledge, the advisors at INDEPENDENT WEALTH, LLC are dedicated to providing personalized and tailored financial solutions for each individual client.
Facts and Insights
INDEPENDENT WEALTH, LLC was founded in 2005 and has been in business for over 15 years. The firm has over $1 billion in assets under management, manages over 1,000 client accounts, and has a team of 10 skilled advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
INDEPENDENT WEALTH, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services include:
- Investment planning and management
- Retirement planning
- Education planning
- Estate planning
Client Types
The advisors at INDEPENDENT WEALTH, LLC work with various types of clients including individuals, families, and small businesses. They understand that each client has unique financial needs and they strive to create customized solutions to meet those needs.
Fees & Compensation
INDEPENDENT WEALTH, LLC operates on a fee-only basis, meaning they do not receive commissions for recommending specific products to clients. This ensures that the advisors’ recommendations are always in the best interest of the client and not influenced by compensation.
Clients can choose from either a fixed fee or a percentage of assets under management fee structure. This allows clients to select the fee structure that works best for their individual situation.
Background
The team at INDEPENDENT WEALTH, LLC is made up of highly qualified and experienced financial professionals. Many of the advisors hold advanced degrees and industry certifications, and continuously stay updated on the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know
It’s important for clients to be fully informed about their financial advisor’s background and potential conflicts of interest. At INDEPENDENT WEALTH, LLC, clients can expect transparency and full disclosure of any potential conflicts of interest before any recommendations are made.