Krista Letcher is a registered investment advisor at Innovative Advisory Group, based in Lincoln, NE, with 6 years of industry experience. Krista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 300 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovative Advisory Group manages investment accounts for clients, charging an annual fee based on a percentage of the assets they manage. The specific fee is negotiable and typically ranges from 1.00% to 2.00% annually, paid quarterly in advance. There is no minimum account balance required. Fees are deducted from client accounts unless other arrangements are made. Clients may also be billed directly. Upon termination, any unearned fees will be refunded.
Location
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Innovative Advisory Group
Previous Registrations
Edward JonesBroker
Edward Jones
Morgan Stanley
Morgan StanleyBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations2 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.