Michael Sorrentino
Michael Sorrentino is a CFA-designated registered investment advisor at Innovation Partners LLC, based in Denver, CO, with 15 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more. Their firm serves 26 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Denver, CO
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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
Michael is a managing partner at Darwin Insurance Group since 2020, focusing on management responsibilities. This takes about 10-20% of his time.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Darwin Wealth Management
Previous Registrations
Farther
Darwin Asset Management, LLC
Darwin Asset Management, LLC
Truadvice LLC
Global Financial Private Capital, LLC
Aviance Capital Management, LLC
Barclays Capital INC.Broker
Sanford C. Bernstein & CO., LLCBroker
State Registrations7 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.
Exams
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