Innovator Wealth Advisor provides financial planning, limited scope financial consulting, and asset management services. Financial plans are tailored to individual circumstances. Asset management is discretionary, and Innovator may use third-party money managers. Clients receive regular reports and can terminate services at any time.
Assets Under Management$500K
Clients6
Advisors1
Avg. per Client$83K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.70% |
| $50K - $100K | 1.50% |
| $100K - $150K | 1.40% |
| $150K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are straight tiered and not negotiable, though Innovator reserves the right to negotiate fees for unusually large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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