Spencer Avalos
Spencer Avalos is a registered investment advisor at Innovation Partners LLC, based in Tampa, FL, with 9 years of industry experience. Spencer 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
4601 W North A Street, Tampa, FL, 33609-1909
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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
Spencer consults and/or offers fixed insurance and annuity products as a licensed agent through Darwin Insurance Group, LLC, an affiliated company of Darwin Wealth Management, since 2022. This activity may take up to about a quarter of Spencer's time.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Darwin Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Institutional Investments INC.Broker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations3 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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