TOTAL TRANSPARENCY

Our subscription-based RIA model is the simplest payout structure in the industry.  You get a 100% payout for $2,500 / month.  Keep the hard-earned upside in your business, because our fee stays the same as you grow.

TOTAL FLEXIBILITY

With multiple affiliation models and custody options, our advisors can do business how and where they are comfortable.  Whether you want to keep your own brand, open an Independence Square Advisors satellite, maintain a brokerage license, or affiliate as a fee-based only advisor, we have the tools in place for you to be successful.

TOTAL INDEPENDENCE

We are an SEC registered, wholly independent RIA.  We are not beholden to a larger company’s sales targets, proprietary products, or management incentives.  We focus on one thing, providing the best solutions on the market for our advisors and their clients.  Our advisors are truly independent and own their books.

TOTAL COVERAGE

Through our Stratavest platform, our advisors have access to comprehensive portfolio solutions and trading capabilities, allowing them to focus on their clients.  Scale your business and stop trading yourself.

A Total Wealth Management Solution

available exclusively at Independence Square Advisors
  • In-sourced CIO platform delivered efficiently and at scale
  • Prospect analysis and risk assessment
  • Access to industry leading strategist models
  • All trading and implementation included

Actionable Intelligence Delivered to Your Inbox

The Independence Square Package

TRADING & RESEARCH

Tap in to our full-service trading and research desk.  We provide our advisors with the turnkey services they need to be successful.

COMPLIANCE & REGULATORY

Our advisors are protected by a suite of modern compliance tools, including a company wide CRM, risk assessments, and cyber security protection.

TECHNOLOGY

We outfit our advisors with access to leading software platforms, giving you leverage you need to scale your business with maximum efficiency.

ADMINISTRATIVE

Spend less time on paperwork and follow up and more time developing relationships with clients and prospects.  Our experienced administrators will assist in the day to day details of running your practice.

DIGITAL EFFICIENCY

Take your business to the cloud.  Our advisors have access to a variety of digital tools and programs to help them transition to a low overhead, modern business model.

MARKETING & SALES

We deliver marketing and sales tools on demand for our teams, providing the collateral you need to stay top of mind among the members in your community.

Let's talk about the future of your practice!

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