A complete list of active advisors currently associated with Independent Wealth Management, LLC
Warmer can help you find a great advisor at Independent Wealth Management, LLC or one who fits your needs even better.
Independent Wealth Management is a two‑advisor registered investment adviser that manages just over $200 million for individual clients, including high‑net‑worth households, and for retirement plan sponsors; like many peers it provides ongoing portfolio management and charges asset‑based advisory fees. The firm also offers standalone financial planning, consultation, and combined wealth management programs designed to integrate planning and asset management. The firm employs both fundamental and technical analysis and implements discretionary and non‑discretionary strategies across long‑ and short‑term holdings. It commonly uses third‑party sub‑advisors through platform programs (including Fidelity AMP and Betterment), maintains the ability to create proprietary model portfolios, and has recently developed processes for the limited use of AI‑enabled tools in research and planning while preserving human oversight and review of model outputs. Distinctive features include a relatively small adviser team overseeing institutional‑scale assets and a documented capacity to serve as an ERISA fiduciary and 3(38) investment manager for retirement plans, including QDIA and model‑portfolio management. The brochure also discloses operational practices that may matter to clients — managed accounts are required to be custodied on Fidelity’s institutional platform, one service tier requires electronic‑only communications, the firm provides a professional‑services credit and a modest travel offset, and an owner maintains an advisory relationship with an unaffiliated advisory firm (noted as a potential conflict of interest).
To learn more about the advisors currently working at Independent Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Traverse City, MI
| 16
| |
Traverse City, MI
| 16
| |
Traverse City, MI
| 27
|
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