James Robertson is a ChFC-designated registered investment advisor at Innovation Partners LLC, based in Bloomington, MN, with 35 years of industry experience. James 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
Bloomington, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the Vice President of Combined Benefits Corp, spending about half his time there, and owner of Wealth Planning Systems, LLC, spending about 10-20% of his time there. He also dedicates a few hours per week as a tennis umpire/official for the USTA and is a registered representative for Innovation Partners, LLC, spending nearly full-time there.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Wealth Planning Systems, LLC
Previous Registrations
Gradient Securities, LLCBroker
Harbour Investments, INC.Broker
Fsc Securities CorporationBroker
Sii Investments, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations4 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.