Chad Bester is a registered investment advisor at Innovation Partners LLC, based in Minneapolis, MN, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
8000 Norman Center Drive, Suite 630, Minneapolis, MN, 55437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad has several investment-related activities, including ownership stakes in multiple restaurants and rental properties, and farmland. He also serves as Vice Chair of the Investment Committee for Hamline University, dedicating a few hours per week to this role.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Elevation Point Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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