This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2010
- Office Locations
- 1
Office Locations
About Independent Wealth Management, LLC
Independent Wealth Management (Traverse City, MI) is a fee-only, independent RIA providing fiduciary financial planning and portfolio management, with a focus on clients approaching retirement. All partners are CFP professionals with 20+ years’ experience and emphasize objective, unbiased advice. Portfolios commonly use mutual funds and ETFs (including via Fidelity/NFS custody). Partner Jay Berger has been quoted in outlets like WSJ, Barron’s, and Bloomberg.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAY BRANT BERGER
Certified Financial Planner
- CRD
- #2433529
- Ownership
- 25% but less than 50%
STEPHEN MICHAEL FISHER
Certified Financial Planner, Managing Member
- CRD
- #2910130
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,700,370 | $365,209 |
| Non-Discretionary | $19,305,772 | $2,757,967 |
| Total | $203,006,142 | $398,051 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing