Innovation Partners LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

150

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

John Polyviou is an investment advisor representative with IP Financial Advisory Services LLC. The firm is also a licensed insurance agency, potentially creating a conflict of interest. They may recommend third-party investment advisors and receive compensation.

Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
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Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

150 Advisors at this firm

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