Innova Wealth Partners (IWP) offers investment management services using exchange traded funds (ETFs) and mutual funds across various asset classes. IWP creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. IWP also provides financial planning and consulting services, including retirement planning, tax optimization, and estate planning. IWP may use sub-advisors for portfolio management.
Assets Under Management$290M
Clients521
Advisors6
Avg. per Client$550K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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