Independent Solutions Wealth Management, LLC

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Total assets under management

$1,226,210,629

Total clients

3,754

6% high-net worth

Total advisors

of 28 employees

Firm size

Multi Team

Average clients per advisor

163

Average account size

$326,641

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

$500 to $10,000 for comprehensive financial planning services based on complexity

Percentage

$0+: 0% to 2.50% for Mutual Fund, ETF, Third-Party Manager services $0+: 0% to 2.75% for Stock Portfolio Management service

Project-based

$150 to $300 per hour for consulting services

Other

Account minimum: $3,000 minimum for Small Account Models, $50,000 minimum generally to open an advisory account, $25,000 minimum generally to maintain an account, $100,000 minimum for Stock Portfolio Management service (may be waived)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Independent Solutions Wealth Management, LLC

305 Spindrift Drive

Williamsville NY 14221, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 716-568-8566

Advisors at this firm

Michael Z

Series 66

Williamsville, NY

Independent Solutions Wealth Management, LLC

Micah M

Series 63, Series 65

Naples, NY

Independent Solutions Wealth Management, LLC

Jack H

Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

Ronald W

Series 66

Williamsville, NY

Independent Solutions Wealth Management, LLC

Rohn P

Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

Michael H

Series 66

Williamsville, NY

Independent Solutions Wealth Management, LLC

David M

CFP®, Series 63

Willaimsville, NY

Independent Solutions Wealth Management, LLC

Brian W

Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

Michael L

Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

Pina F

Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

Michael B

Series 63, Series 66

Beaverton, OR

Independent Solutions Wealth Management, LLC

Michael S

Series 66

Williamsville, NY

Independent Solutions Wealth Management, LLC

Andrew M

CFP®, Series 66

Missouri City, TX

Independent Solutions Wealth Management, LLC

Michael S

Series 66

Williamsville, NY

Independent Solutions Wealth Management, LLC

Michael S

CFP®, Series 63, Series 65

Williamsville, NY

Independent Solutions Wealth Management, LLC

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