Work with us
Investor Client
Investor Clients are seeking expert advice, knowledge, and support to align investments with their long-term plan and goals.
We execute the same comprehensive approach but design and implement and investment strategy to suit your needs.
We aim to simplify your investments so it’s clear what your dollars are doing, and why, and make sure you are investing with maximum tax efficiency.
We consider our Investor Clients as ongoing, "all-in" clients. We are your partner for your entire financial life.
What You'll Get
- We’ll handle all aspects of your investments, including account setup, moving money where it needs to be, and all trading when necessary (for a detailed look at our investment strategy, click here).
- In addition to investments, we’ll cover all aspects of your finances and build a foundation of a long-term plan.
- We’ll meet several times each year to check-in on the plan and make updates as your life and the market changes.
- Investor Clients receive "concierge" level communication. If you need us, we’ll be there, anytime.
Pricing
Minimum Annual Fee: $3600
Investor Clients receive all services of a Planner Client plus full-service Investment Management.
Clients are charged quarterly based on their total household balance:
$0 - $1,000,000 = 0.9%
$1MM - $3MM = 0.4%
Above $3MM = 0.1%
For example:
A client with $2.5MM will pay a total fee of $15,000, for a blended rate of 0.6%
Loyalty Fees:
After three years with Innovate Wealth, Investor Clients' fees are permanently reduced to:
$0 - $1,000,000 = 0.8%
$1MM - $3MM = 0.3%
Above $3MM = 0.1%