How does the advisor help clients – Key Takeaways:
INNOVATIVE WEALTH MANAGEMENT has been providing professional financial services for over 20 years. They aim to help their clients achieve their financial goals by offering a wide range of services and personalized strategies.
Facts and Insights
- Total Assets Under Management (AUM): $500 million
- Number of Advisors: 10
- Time in Business: 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
INNOVATIVE WEALTH MANAGEMENT offers a wide range of financial services to help their clients achieve their financial goals. These include:
- Investment Management
- Tax Planning and Preparation
- Retirement Planning
- Estate Planning
- Insurance Consulting
- Education Planning
Client Types
INNOVATIVE WEALTH MANAGEMENT serves a diverse range of clients, including:
- High net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
INNOVATIVE WEALTH MANAGEMENT follows a fee-only compensation structure, which means they are not paid commissions for recommending certain investments. Instead, they charge a flat fee based on the assets that they manage for their clients. This ensures that their clients’ best interests are always the top priority.
Background
The team at INNOVATIVE WEALTH MANAGEMENT is made up of highly experienced and qualified financial advisors who are dedicated to helping their clients achieve financial success. Their expertise and personalized approach have helped numerous clients reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, INNOVATIVE WEALTH MANAGEMENT is required to make certain disclosures to their clients. These include their fee structure, services offered, and any potential conflicts of interest. They strive to be transparent with their clients and provide them with all the necessary information to make informed decisions about their financial future.