Independent Wealth Management
www.iwmusa.comOur number one goal is to reduce the stress and worry of managing your wealth. IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don’t accept commissions, referral fees or rebates. We take a fiduciary role with each of our clients. Everything about our firm is designed to deliver objective advice and unbiased portfolio management to our clients.
Read moreOur number one goal is to reduce the stress and worry of managing your wealth. IWM is a Fee-Only advisory firm. The only compensation we receive is the fee our clients pay directly to us. We don’t accept commissions, referral fees or rebates. We take a fiduciary role with each of our clients. Everything about our firm is designed to deliver objective advice and unbiased portfolio management to our clients.
Read moreCountry
State
Michigan
City (Headquarters)
Traverse City
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
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Management Accountant
Email ****** @****.comPhone (***) ****-****Client Service Specialist
Email ****** @****.comPhone (***) ****-****Trader
Email ****** @****.comPhone (***) ****-****