Innovative Wealth Partners offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Services include investment management, financial planning, and consulting. Investment management is generally provided on a non-discretionary basis, meaning Innovative Wealth Partners needs your permission before making trades.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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