Innova Wealth offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an investment plan and may use model portfolios. Innova Wealth also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They may recommend Asset Dedication, LLC, an independent advisor, to manage client assets.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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