Independent Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,531,830
Total clients
23
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$2,979,645
About
The firm provides investment management and comprehensive financial planning for individuals, families, estates, trusts, and non‑investment businesses, and can work with individual, joint, retirement, trust, UTMA, and UGMA account types. Services described in the brochure include allocated portfolios, tactical and structured‑outcome strategies, one‑time and subscription planning, and assistance with transferring or managing held‑away accounts such as 401(k) participant and HSA accounts.
Its investment approach emphasizes active screening and ongoing monitoring, using a mix of analysis techniques—fundamental, technical, chart, and cyclical—and a range of strategies from long‑term investing to short‑term trading, options, margin, and short sales where suitable. The firm conducts formal portfolio reviews at least annually, coordinates with clients’ other advisers (tax, estate, legal), and requires custody through institutional brokers (Interactive Brokers or Charles Schwab).
Distinctive elements noted in the brochure include the use of a third‑party platform (Pontera) to facilitate discretionary management of held‑away defined‑contribution plan participant accounts and an explicit offering of structured‑outcome strategies and margin/options trading, which are less common among peers. The brochure also directs clients to third‑party resources (for example, the SEC adviser database) and details relationships with institutional custodians whose research and platform services the firm uses to support portfolio implementation.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Tax-loss harvesting
Fee options
$50,000 - $149,999: 1.5% $150,000 - $499,999: 1.25% $500,000 - $999,999: 1% $1,000,000 - $2,999,999: 0.75% $3,000,000+: 0.5%
Account minimum: $50,000 Fee-only: Financial planning fees: one-time fees range from $1,500 to $4,500; ongoing subscription fees range from $400 to $800 per period (month, quarter, or semi-annual)
Main office location
Independent Investment Advisors
9620 Ne Tanasbourne Dr, Suite 300
Hillsboro OR 97124, United States
Number of offices
1
Most active in
Independent Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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