Top 6 advisors in Independence
We’ve curated a list of the best financial advisors in Independence, take a look at it below
Find an advisor in Independence1. Idr Investment Management, LLC
Assets under management
$5,462,600,375
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
2. Strategic Wealth Partners, Ltd.
Assets under management
$726,683,025
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Edgewater Capital Partners
Assets under management
$366,074,704
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
4. Enza Financial, LLC
Assets under management
$110,790,278
Fee structure
A percentage of assets under your management
Hourly charges
TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Advisory Consulting
5. Cbiz Retirement Plan Advisory Services
Assets under management
$57,856,282
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
6. Fairway Wealth Management LLC
Assets under management
$7,198,946
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit And Cash Management Solutions
How we came up with this list
To generate our top financial advisors list in Independence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Independence. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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