Walter Zurowski
Walter Zurowski is a registered investment advisor at Innovation Partners LLC, based in Phoenix, MD, with 32 years of industry experience. Walter 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
Phoenix, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Walter is involved in several business activities, including Wye Financial & Trust, Brokers Servicing Marketing Group (selling non-variable insurance), Clarkscapes LLC, Wye Financial Partners, Wye Trust, and Cavalier Associates (non-variable insurance producer). He dedicates minimal time to Brokers Servicing Marketing Group and Cavalier Associates, and full-time hours to Wye Financial Partners and Wye Trust during securities trading.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Services LLCBroker
Northwest Advisors, INC.
Obs Brokerage Services, INC.Broker
Nationwide Securities, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.