Steven Abels
Steven Abels is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 16 years of industry experience. Steven 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
2108 South Blvd, Suite 109, Charlotte, NC, 28203
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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
Steven is a Managing Member/CCO of The Financial Legacy Group since 2017, working as an Investment Advisor Representative and dedicating over half his time to the firm. He is also a life insurance sales agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Innovation Partners LLCBroker
The Financial Legacy Group
Previous Registrations
Fortune Financial Services, INC.Broker
Capital Guardian, LLCBroker
Integrated Financial Strategies, LLC
LPL Financial LLC
LPL Financial LLCBroker
New England SecuritiesBroker
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.