Stephen
Fisher

Independent Wealth Management, LLC

CRD#2910130
Investment Advisor
in Traverse City, MI

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About this Advisor

Stephen Fisher is a certified financial planner working out of Traverse City, Michigan with 12 years of relevant experience. Fisher is currently employed by Independent Wealth Management, LLC. They have been an employee of Independent Wealth Management, Llc for their complete career. Fisher has a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Florida and Michigan. Independent Wealth Management, LLC is a financial advisory business based in Traverse City, MI. It has $139 million in assets between its 516 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 516 accounts, 21% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Independent Wealth Management, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

236 1/2 E. Front St
Traverse City, MI 49684

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Independent Wealth Management, LLC Brokerage Details

Total Assets Under Management

$139,188,444

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

516

MI Average: 1,586
Average Account Size

$269,745

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Stephen Fisher Work History

Stephen has been registered as a financial advisor for 12 years.*

1998 - Present (26 years)

Independent Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Wealth Management, LLC

Stephen Fisher
Traverse City, MI
Scott Hackney
Traverse City, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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