Innovative Wealth Management offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management, where they make trades without client approval, and financial planning, which involves analyzing a client's financial situation and developing a written plan. They may use third-party managers through AssetMark. They primarily advise on ETFs, mutual funds, and individual stocks.
Assets Under Management$99M
Clients305
Advisors2
Avg. per Client$330K
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Innovative Wealth Management's annual fee for managing your investments ranges from 0% to 2.5% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is deducted from your account monthly or quarterly.
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