Sunil Handa
Sunil Handa is a registered investment advisor at Innovative Private Wealth Management INC., based in Greer, SC, with 15 years of industry experience. Sunil 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
Greer, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Innovative Family Office LLC
Innovative Private Wealth Management INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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