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Independent Solutions Wealth Management, Llc
Williamsville, New York
5.0
1 Review
Independent Solutions Wealth Management, LLC is a highly regarded investment advisory firm located in Williamsville, NY. With two well-established offices, the firm is committed to providing exceptional financial guidance and wealth management services to its clients. Led by a team of dedicated professionals, Independent Solutions Wealth Management, LLC employs a total of 18 talented individuals, 14 of whom specialize in delivering comprehensive investment advisory services.
The firm maintains an impressive average of approximately $59,890,000 in assets under management per investment advisor, aligning with the industry average. ...see more
Assets Under Mgmt
$838.41M
Investment Professionals
14
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Reviews for Independent Solutions Wealth Management, Llc
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