Carolyn Fryar is a registered investment advisor at Innovative Advisory Partners, LLC, based in Hixson, TN, with 13 years of industry experience. Carolyn 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 404 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Generally impose a minimum annual fee of $2,000 per household. Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Location
4700 Hixson Pike, Hixson, TN, 37343-4806
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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
Carolyn is a board member for the Kidney Foundation of Chattanooga and the Southeast Chapter of the American Red Cross. She dedicates minimal time per month to each organization, focusing on activities like reviewing performance objectives, assisting with fundraising, and volunteer recruitment.
Employment History
Current Registrations
Innovative Advisory Partners, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
First Horizon Advisors, 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.