Innova Advisors offers portfolio management, financial advice, and financial planning to individuals, institutions, and corporations. They manage investments through discretionary and non-discretionary accounts, tailoring strategies to each client's objectives and risk profile. Financial planning services include determining financial objectives, cash flow management, insurance review, investment management, education funding, and retirement planning.
Fee Structure
Innova Advisors' fees for managing your investments are a percentage of the total value of your account, typically between 0.75% and 2% per year. All fees are negotiable. The fee is calculated monthly and paid quarterly. You may pay more or less than other clients depending on your circumstances and the level of service you receive.