Innovia Wealth manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. The firm creates custom investment portfolios using various assets like exchange-traded funds, mutual funds, individual stocks and bonds, and private funds. In addition to investment management, Innovia Wealth offers financial planning covering retirement projections, tax strategies, estate planning, cash flow analysis, and insurance needs. The firm also provides specialized family office services for complex client situations, including bookkeeping, bill paying, and tax planning. Innovia Wealth generally requires a minimum household account size of $1,000,000, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable depending on the aggregate size or nature of the relationship. Family office services and certain legacy relationships may have separate or higher fee schedules.