Independence Doesn’t Have to Mean Alone
With Independence Square you get all the benefits and upside of owning your practice combined with the scale and resources of a large enterprise.
Get Paid
What you
Deserve
80% All-In Advisory Payout
Focus on servicing clients and acquiring new clients
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Full service trading and investment platform
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Compliance, accounting, and back office
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Administrative assistance
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Technology & custodial fees
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E&O Insurance
Competitive Transition Assistance
Up to 35% of Trailing-Twelve Month Production
Total Portfolio Flexibility
In-house model suite – you select investment objective, we manage
OR
50+ strategist models available to choose from
OR
Run your own models and we do the trading
Can You Afford to Wait?
A $500,000 producer with a 48% payout and 8% revenue growth will lose out on $7.9M over 20 years. Or $1,083 every single day.
Scale is a Superpower
2.1x – 2.7x Revenue
Graphic from LPL Financial and indicates real closed deals from 2020-2023
Joining a larger entity enables you to craft creative acquisition strategies, often at higher multiples.
Let’s Talk About
the Future of your
Business
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial.