..
How does the advisor help clients – Key Takeaways:
Innovation Capital Management LLC is a top financial advisory firm that is dedicated to helping clients achieve their financial goals through innovative strategies and personalized solutions. The firm’s team of experts works diligently to provide clients with the highest level of service and support, utilizing their extensive experience and knowledge in the financial industry.
Facts and Insights
Innovation Capital Management LLC was founded in 2005 and has since become a leading advisory firm with a strong track record of success and client satisfaction. The firm boasts a team of highly qualified advisors who are committed to delivering exceptional results for their clients. They specialize in providing a range of financial services to individuals, families, and businesses, helping them build and preserve long-term wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Number of Advisors: | 10 |
| Assets Under Management: | $500 million |
Financial Services Offered
Innovation Capital Management LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create customized strategies that align with their goals.
Client Types
The firm caters to a diverse client base, including high net worth individuals, families, and business owners. They understand that each client has unique financial needs and goals, and they strive to tailor their services to meet those needs. The firm prides itself on building long-term relationships with their clients, providing ongoing support and guidance throughout their financial journey.
Fees & Compensation
Innovation Capital Management LLC follows a fee-based compensation model, meaning they charge a percentage of assets under management as their fee. This structure ensures that the firm’s interests are aligned with those of their clients, as they only succeed if their clients’ investments perform well. The firm is committed to transparency and keeps their fees competitive in the market.
Background
The team at Innovation Capital Management LLC has a strong background in the financial industry, with decades of collective experience. They are all highly educated and hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide clients with the highest level of service and deliver innovative solutions to help them achieve their financial goals.
Financial Advisor Disclosures to Know
Innovation Capital Management LLC prides itself on operating with the utmost integrity and always putting their clients’ interests first. They have a clean record, with no legal or disciplinary actions against the firm or its advisors. As a registered investment advisor, they are required to disclose any potential conflicts of interest, and they always strive to maintain transparency and avoid any conflicts that could impact their clients negatively.