Innovative Wealth Building (IWB) offers portfolio management based on individual client goals and risk tolerance. IWB creates investment plans and monitors portfolios regularly. IWB also provides financial planning and consulting services, including investment, insurance, tax, retirement, college, and debt/credit planning. IWB generally limits its investment advice to fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$520M
Clients1,460
Advisors9
Avg. per Client$360K
Avg. per Advisor$58M
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 | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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