Innovative Advisory Group offers investment management and financial planning services. Investment management includes managing mutual funds, stocks, bonds, and other investments. Financial planning covers financial goals, risk management, taxation, retirement, education, and estate planning. IAG also provides business retirement planning services. Clients can terminate the service agreement at any time with written notice.
Fee Structure
Innovative Advisory Group manages investment accounts for clients, charging an annual fee based on a percentage of the assets they manage. The specific fee is negotiable and typically ranges from 1.00% to 2.00% annually, paid quarterly in advance. There is no minimum account balance required. Fees are deducted from client accounts unless other arrangements are made. Clients may also be billed directly. Upon termination, any unearned fees will be refunded.