Cory Slovik
Cory Slovik is a registered investment advisor at Innovative Private Wealth Management INC., based in Park Ridge, NJ, with 22 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M 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 range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.
Fee Estimator
Location
Park Ridge, NJ
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
Cory is a licensed insurance agent, but only practices when specifically requested by a client. This activity requires minimal time commitment.
Employment History
Current Registrations
Innovative Private Wealth Management INC.
Previous Registrations
Innovative Family Office LLC
Phx Financial, INC.Broker
Empire Financial Management Company, LLC
Empire Asset Management CompanyBroker
National Securities CorporationBroker
Milestone Group Management LLCBroker
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
More Advisors
- Frank Manziano, CFASimplyria Advisor Network
- Eric Lalime, CFPPallas Capital Advisors, LLC
- Amit Chopra, CFPNewedge Advisors