Michael Millard
Michael Millard is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2016Other Business ActivitiesSells Insurance
Michael jointly owns a rental property with his wife in Mesa, AZ, which requires minimal time. He also owns Valley Advisors, where he works with Medicare Advantage plans, dedicating a few hours per week.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Ip Financial Advisory Services LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Veritas Independent Partners, LLC
Veritas Independent Partners, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.