Michael Byers is a registered investment advisor at Innovation Partners LLC, based in Greensburg, PA, with 27 years of industry experience. Michael 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
1100 Summit Drive, Greensburg, PA, 15601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner in Bell et al Real Estate and Mahdik Etal Real Estate, owning title to a building and a rental building, respectively. He is also a CPA at Wilder & Co. LTD., P.C., dedicating full-time hours to tax preparation and accounting, but only a few hours per week to advisory clients.
Employment History
Current Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Innovation Partners LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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