Kyle Bruner is a registered investment advisor at Innova Wealth Partners, LLC, based in Newtown, PA. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 521 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Clients may incur an additional fee of 0.20% of assets managed by Vanguard Personalized Indexing Management (VPIM) if a sub-advisor is used.
Fee Estimator
Location
12 Terry Drive, Suite 203, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Innova Wealth Partners, LLC
State Registrations1 state
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