Independent Wealth Solutions

Overview

Independent Wealth Solutions is a small, independent RIA organized as a limited partnership that serves individual and family clients. The firm acts as a capital allocator and provides advisory services that include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting as a listed activity. It also operates as an insurance broker and maintains an affiliation with an insurance company. Fees are charged as a percentage of assets under management and through other, unspecified fee arrangements. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices