People also ask
What is an independent financial services company?
An independent financial advisor can be either an investment advisory firm or an individual financial advisor. While their services are typically similar to those of any other advisor, independent advisors aren't tied to any larger financial institutions.
May 13, 2024
How much do independent financial advisors charge?
Your adviser's fees will be based on many things: what advice you need, how much time it will take, and the size of the assets involved. Advisers often charge between 1% and 2% of the asset in question (e.g. a pension pot), with lower percentages being charged for larger assets.
Are independent financial advisors worth it?
The benefits of advice were particularly significant for those with less disposable income, and also for people who took advice more than once. The combined benefits of financial advice over the 10-year period work out as approximately 2,400% greater than the initial cost of the advice.
What are the disadvantages of an independent financial advisor?
Independent financial advisors bring several advantages to the table. Still, they also have some potential drawbacks, like limited options for specialized advisors and a lack of legal backing from larger firms.
Our Philosophy. Independence Financial Services is a financial planning and wealth management firm dedicated to helping you plan today for a better tomorrow.
We specialize in helping investment programs inside community banks and credit unions by matching bank and credit unions with our knowledgeable, professional ...
Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all ...
Independent Bank is a wholly owned subsidiary of Independent Bank Group, Inc. Traditional banking and lending services are provided by Independent Bank, Member ...
Jun 29, 2023 · Fully independent advisers are fee-only fiduciaries, meaning they must place their clients' best interest above all else. “There is no financial ...
Our family run office offers independent, unbiased financial advice. Our goal is to help you pursue your financial goals by educating you on personal finance ...
The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current ...
May 13, 2024 · An independent financial advisor is an advisor that's not part of a larger advisory. Here's what you need to know.
Independent Bank is proud to offer a variety of financial services to meet the unique needs of our customers. From wealth management to insurance to title ...
Registered Investment Advisor Member FINRA& SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com.HTK is a wholly-owned subsidiary of The ...