Charles Harris is a registered investment advisor at Innovation Partners LLC, based in Dallas, TX, with 14 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more. Their firm serves 26 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Dallas, TX
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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 →Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Previous Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
First Canterbury Securities, INC.Broker
Titan SecuritiesBroker
First Canterbury Securities, INC.Broker
First Canterbury Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
First Canterbury Securities, INC.Broker
Bullish Bob Bagley Securities, INC.Broker
Financial Network Investment CorporationBroker
Edi Financial, INC.Broker
Ameri-First Securities CorporationBroker
First Southwest CompanyBroker
Fidelity Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
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