Juan Lewis
Juan Lewis is a registered investment advisor at Innovation Partners LLC, based in Westtown, NY, with 17 years of industry experience. Juan 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
Westtown, NY
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Regulatory History (2)
Judgment / Lien
August 2024Financial
November 2018Employment History
Current Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Equitable Advisors, LLCBroker
Allstate Financial Services, LLCBroker
Lifemark Securities CORP.Broker
Triad Advisors, INC.Broker
Gfa Securities, LLCBroker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
PFS Investments INC.Broker
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.