Advisor at Innovative Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Innovative Wealth Partners, LLC
Location
Manasquan, NJ 08736
Credentials
ChFC®, Series 63, Series 65
Industry experience
38 years
Donald Ayers Jr. is a ChFC®-designated financial advisor with 38 years of industry experience. He is the principal of Innovative Wealth Partners, LLC, where he has worked since 2013. His prior experience includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer for Brick United, a charitable foundation. Innovative Wealth Partners, LLC is a New Jersey-registered investment management firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses an asset-allocation driven investment process based on economic and market analysis and generally manages accounts on a nondiscretionary basis.
Based on Innovative Wealth Partners, LLC
Based on Innovative Wealth Partners, LLC
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
$300 per planner-hour
Account minimum: $10,000
2600 Highway 35
Manasquan, NJ 08736
New Jersey
THE O.N. Equity Sales Company
2015 - 2024 (9 years)
Ohio National Financial Services
2014 - 2024 (10 years)
Innovative Wealth Partners
2013 - Present (13 years)
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Other specialized services
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