Martha Delgado is a CFA-designated registered investment advisor at Innovation Partners LLC, based in Ross, CA, with 3 years of industry experience. Martha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 3.00% |
| $10K - $25K | 3.00% |
| $25K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K+ | 2.00% |
Maximum annual fee is 3% and fees are negotiable. Third-party investment advisor program fees range separately from 1.40% to 2.20% depending on assets.
Fee Estimator
Location
Ross, CA
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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 →Employment History
Current Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
Crewe CapitalBroker
Paradigm Institutional Investors
Allspring Funds Distributor, LLCBroker
State Registrations7 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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