Innovative Wealth Management is a registered investment adviser based in Jesup, Iowa, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms like AssetMark and Charles Schwab. The firm tailors its services to individual client needs and investment objectives, primarily utilizing exchange-traded funds, mutual funds, and individual stocks. In addition to investment management, Innovative Wealth Management provides broad-based, consultative, and single-subject financial planning on an hourly basis. The firm is affiliated with accounting practices and employs individuals who are licensed insurance agents, presenting potential conflicts of interest regarding insurance product sales and accounting recommendations. Innovative Wealth Management emphasizes a client-first approach while helping clients navigate retirement planning, asset allocation, and overall financial health.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual portfolio management fee varies between 0% and 2.5% depending on asset value, complexity, and administration level. Fees are negotiable.