Innovative Private Wealth Management offers personalized wealth management, financial consulting, family office services, and management of pooled investment vehicles. The firm creates customized investment portfolios based on each client's risk tolerance and financial goals, and monitors performance on an ongoing basis. Services incorporate financial planning topics such as estate and gift planning, education planning, retirement planning, and risk management. Innovative Private Wealth Management also provides asset allocation review and management for held-away accounts like 401(k) plans through account aggregation platforms. In addition, the firm offers stand-alone financial consulting and comprehensive family office services for high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.