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Essential

$49/Month​

  • 1 Annual Review Meeting

  • Investment Analysis

  • Insurance Analysis 

  • Basic Estate Plan Strategy

  • 24/7 Client Dashboard

  • Dedicated Financial Advisor

*Additional questions can be answered via email.

Intermediate

$59/Month​

  • All Essential Level Plus... 

  • 1 Additional Semi-Annual Review Meeting

  • Account Aggregation: Put all of your accounts in one secure place for easy visibility.​​

    • Investment Accounts, Credit Cards, Loans, etc...

* 10% Discount for Active Investment Management...​​

Originally 1% | Now 0.9%​

Maximum

$79/Month​

  • All Intermediate Level Plus... 

  • 2 Additional Review Meetings​​

    • Total of ​​4 Meetings:

    • 3 Quarterly Reviews & 1 Annual Review.

* 15% Discount for Active Investment Management...​​

Originally 1% | Now 0.85%​

What's Your Desired Level of Guidance?

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Securities offered through Interactive Brokers and TD Ameritrade., Member FINRA/SIPC. Advisory Services provided by GH Wealth Management, a Texas Registered Investment Advisory Firm. Insurance Services offered by Alamo Insurance and Wealth Management.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

All payment data is processed and handled by PaySimple who offer the most stringent levels of security in the payments industry. Your data is always encrypted and 100% secure. Independence Wealth Group does not keep or store any credit card information.

Full refund up to and including the initial consultation meeting (involves Needs Analysis, Goal Setting, Risk Analysis, etc). No refund after the initial consultation meeting concludes and work has begun.

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