Advisor at Independence Square Holdings, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independence Square Holdings, LLC
Location
King Of Prussia, PA 19406
Credentials
CFP®, Series 66
Industry experience
21 years
Based on Independence Square Holdings, LLC
Based on Independence Square Holdings, LLC
Up to $20,000 for initial financial planning; up to $10,000 per month for ongoing consulting; up to $100,000 for pension consulting plans; Wealth.com access fees up to $2,400 one-time or $200/month.
Up to 2.50% annually
Transaction-based compensation including commissions, sales charges, trails, and other remuneration through LPL Financial; insurance commissions for sale of insurance products; referral fees from third parties.
Up to $2,000 per hour for financial planning and consulting services.
Performance-based fees negotiated individually for qualified clients and private funds managed by affiliate ISQ Capital LLC.
Ancillary services such as Caribou Health Technologies access fees up to $750 per year; Wealth.com monthly fees up to $200/month.
150 South Warner Road, Suite 300
King Of Prussia, PA 19406
California · Pennsylvania · Texas
Independence Square Holdings, LLC
2019 - Present (7 years)
Independence Square Holdings, LLC
2019 - 2019 (1 year)
LPL Financial, LLC
2013 - Present (13 years)
Private Advisor Group, LLC
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
CFP®, Series 63
Malvern, PA
Plumtree Financial Planning
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
CFP®, Series 65
Philadelphia, PA
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Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 65
West Chester, PA
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