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Innovative Wealth Building LLC

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Total assets under management

$524,970,627

Total clients

1,460

7% high-net worth

Total advisors

8

of 17 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

183

Average account size

$359,569

Client services

Financial planning Portfolio management

Fee options

Fixed

Financial planning and consulting services fixed fee between $300 and $2,500.

Percentage

$0 - $1,000,000.00: 0.90% $1,000,000.01 - $2,000,000.00: 0.85% $2,000,000.01 - $3,000,000.00: 0.80% $3,000,000.01 - $4,000,000.00: 0.75% $4,000,000.01 - $5,000,000.00: 0.70% $5,000,000.01 - $10,000,000.00: 0.60% $10,000,000.01+: 0.50%

Commissions

Insurance commissions earned by investment adviser representatives are separate and in addition to advisory fees.

Project-based

Financial planning and consulting services hourly rate between $50 and $500.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Innovative Wealth Building LLC

23567 Oak View Drive, Suite A

California MD 20619, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 240-237-8086

Advisors at this firm

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Joseph C

Series 65

California, MD

Innovative Wealth Building LLC
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Jennifer H

Series 63, Series 65

California, MD

Innovative Wealth Building LLC
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Terry P

CFP®, ChFC®, Series 63, Series 65

California, MD

Innovative Wealth Building LLC
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Vincent P

Series 65

California, MD

Innovative Wealth Building LLC
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Kennah P

CFP®, ChFC®, Series 66

California, MD

Innovative Wealth Building LLC
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Coy B

Series 65

California, MD

Innovative Wealth Building LLC
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Warren B

Series 63, Series 65

California, MD

Innovative Wealth Building LLC
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Carman K

Series 66

California, MD

Innovative Wealth Building LLC
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