Isaiah Bleiler is a CFP-designated registered investment advisor at Innovia Wealth, LLC, based in Birmingham, MI, with 3 years of industry experience. Isaiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 804 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable depending on the aggregate size or nature of the relationship. Family office services and certain legacy relationships may have separate or higher fee schedules.
Fee Estimator
Location
255 E Brown Street Suite 100, Birmingham, MI, 48009
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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 Activities
Isaiah is a member of the Association of Corporate Growth Western Michigan, participating in networking events and dedicating minimal time. He also volunteers with the Senior Care Coalition, participating in events for the senior community and dedicating minimal time.
Employment History
Current Registrations
Innovia Wealth, LLC
State Registrations17 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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