Innovayte Capital provides investment platform services to other registered investment advisor firms, institutional clients, and family offices. Innovayte sources investment strategies, portfolios, and private fund opportunities for these clients. Innovayte does not provide investment advice directly to retail clients or manage individual client accounts. Innovayte promotes a turnkey asset management program (TAMP) through Advyzon Investment Management, LLC, which RIA firms can use to manage their own clients' investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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