Samuel Payne is a registered investment advisor at Innovative Advisory Partners, LLC, based in Hixson, TN, with 7 years of industry experience. Samuel 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.
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Samuel operates Franklin Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through Innovative Advisory Partners LLC and its DBA, spending about 35-50 hours per month on each.
Employment History
Current Registrations
Innovative Advisory Partners, LLC
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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