Innovation Partners LLC provides risk management, actuarial analysis, benefits consulting, investment banking, financial consulting, management consulting, insurance consulting, and investment advisory services. They offer consulting services for financial planning, access to third-party investment advisors, and managed account programs. Representatives help clients with investment strategy and financial planning, including estate, business succession, charitable, retirement, educational, and insurance planning.
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.