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Financial Advisor
Michigan
Traverse City
INDEPENDENT WEALTH MANAGEMENT, LLC

INDEPENDENT WEALTH MANAGEMENT, LLC

Tel: 231-929-1086 236 1/2 E. Front St Traverse City, Michigan 49684

About INDEPENDENT WEALTH MANAGEMENT, LLC

INDEPENDENT WEALTH MANAGEMENT, LLC is a Traverse City, Michigan based financial advisory firm with nearly $175,368,687 in assets under management and provides investment advisory services for 506 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

124242

Firm SEC#:

801-120528

Assets Under Management:

$175,368,687

No. of Clients:

506

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)

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