Edward Butowsky
Edward Butowsky is a registered investment advisor at Innovation Partners LLC, based in Plano, TX, with 36 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
4965 Preston Park Blvd, Suite 100, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business Activities
Edward is the head of investment education for Champion Venture Partners, spending a few hours per week educating investors. He is also a managing director and investment adviser representative for Ethos Financial Group, LLC, dedicating full-time hours to managing money for high net worth individuals.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Ethos Financial Group, LLC
Previous Registrations
Nobles & Richards, INC.Broker
Chapwood Securities, INC.Broker
Chapwood Customhedge Portfolio Advisory Services, LLC
Waterford Capital, INC.Broker
Chapwood Capital Investment Management, LLC
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.