How does the advisor help clients – Key Takeaways:
INNOVA WEALTH PARTNERS, LLC is a leading financial firm that provides expert advice to its clients. Their team of experienced advisors work with individuals, families, and businesses to help them achieve their financial goals.
Facts and Insights
Founded in 2007, INNOVA WEALTH PARTNERS, LLC has been in operation for over 14 years. With assets under management of $1.5 billion and a team of 26 advisors, they have established a strong reputation in the financial industry. They are known for their innovative strategies, personalized approach, and commitment to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 26 | 14 years |
Financial Services Offered
INNOVA WEALTH PARTNERS, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include wealth management, retirement planning, tax planning, and risk management.
Client Types
The firm caters to a variety of clients, including high net worth individuals, families, and businesses. They understand that each client has unique financial goals and they tailor their services to meet their specific needs.
Fees & Compensation
INNOVA WEALTH PARTNERS, LLC follows a fee-based compensation structure, which means they charge a fee based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients and they are focused on helping them grow their wealth.
Background
The team at INNOVA WEALTH PARTNERS, LLC consists of highly skilled and experienced financial advisors with backgrounds in finance, accounting, and investments. They stay up-to-date with the ever-changing financial landscape and use their expertise to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any possible disclosures regarding their financial advisor. INNOVA WEALTH PARTNERS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to provide clients with a Form ADV, which includes information about the firm’s services, fees, and any legal or disciplinary events that may have occurred.