Innovative Private Wealth Management (IPWM) provides wealth management and financial consulting services. Wealth management includes ongoing advice and portfolio management, covering estate, education, and retirement planning. IPWM customizes investment portfolios and monitors performance, rebalancing as needed. Financial consulting focuses on specific client needs, such as retirement, tax, and investment planning. IPWM also manages pooled investment vehicles.
Fee Structure
IPWM's wealth management fees are billed monthly, in advance, based on the value of your portfolio. The annual fee can range up to 2.00% of the assets they manage. For illiquid alternative investments held at Kingdom Trust, the management fee is a flat 1.00%. Fees are negotiable based on factors like the amount you invest and the complexity of your financial situation. This fee does not include brokerage commissions or transaction fees.