Innovative Wealth Management (IWM) provides ongoing portfolio management based on individual client goals and risk tolerance. IWM also offers financial planning services covering areas like retirement, estate, and college planning. IWM may recommend third-party investment advisors and pension consulting services. IWM uses a strategy of Human Robo advising, leveraging technology to implement financial plans.
Assets Under Management$9.1M
Clients89
Advisors4
Avg. per Client$100K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable. IWM also offers portfolio management via Charles Schwab's Institutional Intelligent Portfolios Program with different fee schedules depending on whether the client engages IWM for on-going planning services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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