Debinder Deshmukh
Debinder Deshmukh is a registered investment advisor at Innovative Private Wealth Management INC., based in Boca Raton, FL, with 17 years of industry experience. Debinder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 381 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPWM's wealth management fees are billed monthly, in advance, based on the value of your portfolio. The annual fee can range up to 2.00% of the assets they manage. For illiquid alternative investments held at Kingdom Trust, the management fee is a flat 1.00%. Fees are negotiable based on factors like the amount you invest and the complexity of your financial situation. This fee does not include brokerage commissions or transaction fees.
Location
Boca Raton, FL
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Regulatory History (1)
Judgment / Lien
January 2020Other Business Activities
Debinder is a silent partner in Excel Indian Foods, a restaurant, contributing only to the initial investment. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Innovative Private Wealth Management INC.
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Benchmark Advisory Services, LLC
Benchmark Investments, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Jhs Capital Advisors, LLCBroker
Nsm Securities, INC.Broker
Nsm Securities, INC.Broker
Aura Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.