Innovative Financial Solutions, Inc. offers financial planning and investment management services. Financial planning covers areas like cash flow, education funding, retirement, risk management, estate, and tax planning. Investment management involves creating portfolios based on client goals and risk tolerance, using various investment strategies and securities. They also offer educational workshops and retirement plan services for plan sponsors.
Assets Under Management$76M
Clients92
Advisors1
Avg. per Client$820K
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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