Innovative Wealth Advisors (IWA) specializes in referring clients to third-party money managers. IWA assists clients in selecting a suitable manager based on their financial situation and investment objectives. IWA performs initial due diligence and ongoing reviews of client accounts. IWA does not offer advice on specific securities; investment advice and trading are provided by the third-party managers.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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