Bryan Ellis
Bryan Ellis is a registered investment advisor at Innovative Wealth Management, based in Chester Springs, PA, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 89 clients with $9.1M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable. IWM also offers portfolio management via Charles Schwab's Institutional Intelligent Portfolios Program with different fee schedules depending on whether the client engages IWM for on-going planning services.
Fee Estimator
Location
Chester Springs, PA
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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
Bryan works full-time as an insurance agent for Bankers Life Insurance since 2012. He sells life insurance, long-term care insurance, Medicare supplements, and Medicare Advantage plans, receiving commissions on sales.
Employment History
Current Registrations
Innovative Wealth Management
Previous Registrations
Bankers Life Advisory Services, INC.
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.