Innovative Wealth Partners provides customized investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and charitable organizations. Founded in 2013 and based in Manasquan, New Jersey, the firm is wholly owned by Donald R. Ayers, Jr. Innovative Wealth Partners assists clients with investment management, determining financial objectives, cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Investment management is handled on a nondiscretionary basis, meaning Innovative Wealth Partners must obtain your permission before making any trades. The firm utilizes an asset allocation approach, investing client portfolios in mutual funds, exchange-traded funds, individual stocks and bonds, treasuries, private funds, and real estate investment trusts. In addition to investment and planning services, Innovative Wealth Partners occasionally offers consulting on a case-by-case basis and hosts educational workshops for clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are billed quarterly in advance and may be reduced or waived entirely at the firm's discretion.