Independent Wealth Management, LLC
Independent Wealth Management, LLC (CRD# 124242) is a financial advisory firm headquartered in Traverse City, MI. They manage $161,682,179 in 518 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Independent Wealth Management, LLC
By the Numbers
-
Total Assets Under Management162MILLION
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$312,128
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI
Financial Advisors at Independent Wealth Management, LLC
1
Stephen Fisher (CRD# 2910130) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 26 years of experience in the finance industry.
2
Scott Hackney (CRD# 2148253) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 33 years of experience in the finance industry.
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