Innovative Investment Fiduciaries, LLC offers retirement plan consulting services to employer-sponsored company benefit plans. In limited cases, they manage assets on a discretionary basis, such as for cash balance plans. They assist plan sponsors with investment platform selection and may provide education to plan participants. They may also provide investment advice relative to 401(k) plan assets maintained by the client. Innovative Investment Fiduciaries does not provide financial planning, estate planning, tax planning, or insurance services.
Assets Under Management$12M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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