Innovia Wealth offers investment management, financial planning, and retirement plan services. They focus on high-net-worth clients and businesses, providing advice on a discretionary basis. Innovia Wealth also has relationships with insurance agencies and manages a private fund. Financial planning services cover various topics, including income planning, education funding, and estate management. They may use subadvisors to manage client assets.
Assets Under Management$2.4B
Clients750
Advisors19
Avg. per Client$3.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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 may be negotiable. The maximum fee that a client can be charged is 1.70% of assets under management. Employees and some of their family members may have a discounted rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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