Richard Balance
Richard Balance is a registered investment advisor at Innovative Wealth Partners, LLC, based in Palm Desert, CA, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Palm Desert, CA
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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
Richard is a licensed life insurance agent.
Employment History
Current Registrations
Innovative Wealth Partners, LLC
State Registrations1 state
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