Financial Innovations, LLC offers personalized investment advice and wealth management services. They provide portfolio management, financial planning, and advisory services to retirement plans and their participants. Financial Innovations integrates financial planning and investment portfolio management to provide quality advisory services. They offer non-discretionary portfolio management, meaning you must approve all trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. VISION2020 Wealth Management Platform – Advisor Managed Portfolios Program has an annual fee of $35 for retirement accounts, and an annual inactive account fee of $50 for non-retirement accounts, based on trading activity. There may be a termination fee of $125 for retirement accounts and $150 for non-retirement accounts for outgoing transfers.