Stephen Schmidt
Stephen Schmidt is a registered investment advisor at Innova Wealth Partners, LLC, based in Newtown, PA, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 521 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Clients may incur an additional fee of 0.20% of assets managed by Vanguard Personalized Indexing Management (VPIM) if a sub-advisor is used.
Fee Estimator
Location
12 Terry Drive, Suite 203, Newtown, PA, 18940
Get directionsHistory
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
Stephen is a licensed insurance agent with Innova Settlement Services, LLC, and may offer clients products from this activity. Clients should be aware of the potential conflict of interest, as these services pay compensation.
Employment History
Current Registrations
Innova Wealth Partners, LLC
Previous Registrations
Corestates Capital Advisors, LLC
Family Office Group LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
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.