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
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 32 years of experience in the finance industry.
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