Samuel Payne is a registered investment advisor at Innovative Advisory Partners, LLC, based in Hixson, TN, with 7 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 443 clients with $350M 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 $100K | 2.00% |
| $100K - $250K | 1.90% |
| $250K+ | 1.80% |
Fees are negotiable based on account size and complexity. The schedule reflects maximum stated tier rates.
Fee Estimator
Location
4700 Hixson Pike, Hixson, TN, 37343-4806
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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
Samuel operates Franklin Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through Innovative Advisory Partners LLC and its DBA, spending about 35-50 hours per month on each.
Employment History
Current Registrations
Innovative Advisory Partners, LLC
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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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