Andrew Fifield is a registered investment advisor at Innovation Partners LLC, based in Byron Center, MI, with 1 years of industry experience. Andrew 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
8233 Byron Center Avenue SW, Suite K, Byron Center, MI, 49315
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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
Andrew is associated with BCF Wealth Strategies since March 2021. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Ip Financial Advisory Services LLC
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.
Exams
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