Innovation Partners LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
150
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
John Polyviou is an investment advisor representative with IP Financial Advisory Services LLC. He is also an employee of Innovation Partners LLC. IP Financial Advisory Services LLC is also a licensed insurance agency, and representatives may earn commissions from selling insurance products.
Fee Structure
IP Financial Advisory Services LLC representatives may receive compensation from third-party investment advisors (TPIAs) for recommending their services, generally a percentage of the advisory fee the client pays to them. IP Financial Advisory Services LLC also provides actuarial and other consulting services, with fees separate from advisory fees.
Areas of Practice
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210