Independence Square Holdings, LLC logo

Independence Square Holdings, LLC

Updated today

Total assets under management

$1,833,978,825

Total clients

2,621

41% high-net worth

Total advisors

39

of 37 employees

Firm size

Multi Team

Average clients per advisor

67

Average account size

$699,725

About

Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals (including high‑net‑worth clients), retirement plans, corporations, charitable organizations, and government entities. The firm offers both discretionary and non‑discretionary relationships, participant‑level ERISA advice, model portfolios, and access to third‑party managers and affiliated private investment funds.

Advisers construct customized or model‑based portfolios using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches and may employ strategies that include long‑ and short‑term trading, options, margin, and alternative investments. INDSQUARE combines in‑house portfolio management with selections from LPL‑sponsored programs and algorithmic Guided Wealth Portfolios, and it conducts due diligence on third‑party managers while tailoring recommendations to client objectives and restrictions.

Noteworthy distinctions include a substantial digital and platform orientation — communications and program access through web‑based portals and algorithmic tools — and several ancillary or subscription‑style services that are disclosed separately to clients. The firm’s structure includes hybrid advisers dually registered with LPL (and a Chief Compliance Officer who serves as an LPL OSJ principal), facilitation of mortgage origination via Rocket Pro TPO and cash‑management programs through StoneCastle, digital‑asset trading and custody access via HeightZero/BitGo (with platform fees passed to clients), adviser‑licensed estate‑document and healthcare‑analysis platforms (Wealth.com and Caribou) with disclosed licensing or subscription fees, and affiliated private‑fund activity that can involve performance‑based compensation at the affiliate level.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

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.

Percentage

Up to 2.50% annually

Commissions

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.

Project-based

Up to $2,000 per hour for financial planning and consulting services.

Performance-based

Performance-based fees negotiated individually for qualified clients and private funds managed by affiliate ISQ Capital LLC.

Subscriptions

Ancillary services such as Caribou Health Technologies access fees up to $750 per year; Wealth.com monthly fees up to $200/month.

Main office location

Independence Square Holdings, LLC

150 South Warner Road, Suite 300

King Of Prussia PA 19406, United States

Number of offices

14

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher G

CFP®, Series 66

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Benjamin A

Series 63, Series 65, Series 66

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Adam S

Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Meg R

Series 63, Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Mark C

Series 63

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Shane S

CFP®, ChFC®, Series 63, Series 66

St. Petersburg, FL

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Eugene M

Series 63, Series 65

Short Hills, NJ

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Jesse L

Series 66

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Douglas S

Series 63, Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Mark M

Series 63, Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Daniel M

Series 63, Series 66

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Daniel A

Series 63, Series 66

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Michael B

Series 63, Series 65

Baltimore, MD

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Blaise M

Series 63, Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar

Thomas M

Series 65

King Of Prussia, PA

Independence Square Holdings, LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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