…
How does the advisor help clients – Key Takeaways:
Innovation Global Advisors, LLC (IGA) is a financial consulting firm that offers a wide range of services to help clients achieve their financial goals. With their expertise in the field of finance, IGA assists clients in making informed investment decisions and managing their assets in a strategic manner.
- IGA provides financial planning services to help clients develop a comprehensive plan for their future financial security.
- They offer investment management services to help clients build and manage their investment portfolios based on their financial objectives and risk tolerance.
- IGA also offers retirement planning services to help clients plan for a comfortable and secure retirement.
- The firm provides tax planning and preparation services to help clients minimize their tax liability and maximize their after-tax income.
Facts and Insights
As a leading financial consulting firm, IGA has a wealth of experience in the industry and has helped numerous clients achieve their financial goals. The firm is committed to providing personalized and tailored solutions to meet the unique needs of each client.
- Founded in 2005, IGA has been in business for over 15 years, proving its expertise and stability in the industry.
- The firm has over $1 billion in assets under management, showcasing its strong track record of delivering results for clients.
- IGA has a team of highly qualified advisors who have a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | Not specified | 15+ years |
Financial Services Offered
IGA offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
IGA serves a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Professionals
- Retirees
Fees & Compensation
IGA operates as a fee-only firm, meaning they do not earn commissions from financial product sales. Instead, they charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients in achieving their financial goals.
Background
IGA was founded by [Founder’s Name], a highly experienced financial advisor with a passion for helping clients achieve financial success. [Founder’s Name] is a certified financial planner (CFP) and a member of [Professional Association]. [Founder’s Name] leads a team of experienced and knowledgeable advisors who are dedicated to providing exceptional service to clients.
Financial Advisor Disclosures to Know
As a financial advisor, IGA is committed to transparency and ensuring that clients are well-informed about potential risks and conflicts of interest. Some of the key disclosures that clients should be aware of are:
- IGA is a fee-only firm, meaning they do not earn commissions from financial product sales.
- The firm may receive referral fees from other professionals they work with, such as attorneys or accountants.
- Some advisors at IGA may have relationships with third-party firms, which could create potential conflicts of interest.
- IGA has