Advisor at Innovest Strategies LLC
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Firm
Innovest Strategies LLC
Location
Raleigh, NC 27615
Credentials
Series 65
Industry experience
12 years
Matthew Choplin is a financial advisor with Innovest Strategies LLC in Raleigh, NC, holding a Series 65 designation and 12 years of industry experience. Prior to founding Innovest Strategies in 2025, he worked for Private Wealth Management of North Carolina for 12 years. Outside of his advisory role, Choplin is a partner in a tax and management consulting firm and holds an active real estate license, working as a listing and selling agent on weekends. Innovest Strategies LLC provides comprehensive asset management, retirement plan consulting, and financial and tax planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis, managing portfolios with ETFs, mutual funds, individual securities, and conservative cash instruments, while also offering tax, accounting, and real estate services under separate agreements.
Based on Innovest Strategies LLC
Fixed fee billing schedule for accounts under $250,000 (exact fee tiers on Page 7 not specified in text).
$0 - $50,000: Fixed fee schedule (specific tiers on Page 7, exact amounts not provided in text) $50,000 - $250,000: Fixed fee schedule (client selects plan tier; minimum AUM $50,000) $250,000+: Tiered AUM fees (see Page 8): $250,000 - $1,000,000: 1.00%; $1,000,000 - $3,000,000: 0.75%; $3,000,000 - $5,000,000: 0.50%; > $5,000,000: 0.25%
Financial planning services up to $500/hour; retirement plan consulting up to $500/hour; setup fees charged hourly not to exceed $500/hour.
Account minimum: $50,000 Fee-only: Financial planning charged hourly up to $500/hour; retirement plan consulting hourly up to $500/hour, plus participant enrollment fees ($125 per participant) and onsite visit fees if applicable.
134 Wind Chime Court
Raleigh, NC 27615
North Carolina
Innovest Strategies LLC
2025 - Present (1 year)
Private Wealth Management Of North Carolina
2013 - 2025 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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