Facts and Insights
Innovative Investment Fiduciaries, LLC is a well-known financial advisor firm that specializes in providing innovative and personalized investment solutions for its clients. With decades of combined experience, their team of financial experts has a deep understanding of the market and a proven track record of success.
How does the advisor help clients – Key Takeaways:
- Provides innovative and personalized investment solutions
- Has a team of experienced and knowledgeable financial experts
- Offers a wide range of financial services
- Caters to a diverse client base
- Keeps clients informed about their investment strategies
- Operates with complete transparency and integrity
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education funding
- Charitable giving
- Business planning
Client Types
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
Innovative Investment Fiduciaries, LLC operates on a fee-only basis, meaning they do not earn commissions or incentives from recommending specific investments or financial products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
Founded in 2000, Innovative Investment Fiduciaries, LLC has become a respected and trusted name in the financial advisor industry. Their team of advisors brings a diverse range of expertise and backgrounds to the table, allowing them to provide well-rounded and personalized solutions for their clients’ unique financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, Innovative Investment Fiduciaries, LLC has a fiduciary duty to act in the best interest of their clients at all times. They adhere to strict regulations and have a strict code of ethics, ensuring that they always prioritize the needs of their clients. They also have a clean record with no disciplinary actions or complaints against them.