Trevor Saunders is a CFP, ChFC-designated registered investment advisor at Innovation Partners LLC, based in Tampa, FL, with 17 years of industry experience. Trevor 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
4601 W North A Street, Tampa, FL, 33609-1909
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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 ActivitiesSells Insurance
Trevor is an employee of Diversified Individual Brokerage LLC, selling life insurance and fixed annuities since 2012, dedicating about a quarter of his time. He is also the principal of YRD LLC, selling insurance, which takes nearly full-time hours. Additionally, Trevor is Vice President of Darwin Wealth Management, a financial planning and asset management firm, dedicating about a quarter of his time.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Darwin Wealth Management
Previous Registrations
Capital Synergy PartnersBroker
Cps Financial & Insurance Services, INC.Broker
The Leaders Group, INC.Broker
AXA Distributors, LLCBroker
State Registrations6 states
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.