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Innovative Wealth Building Llc
California, Maryland
5.0
5 Reviews
Innovative Wealth Building LLC is a reputable local investment advisory firm based in California, MD, with a strong presence in the industry. With two offices, they cater to a diverse clientele and offer comprehensive financial solutions. Boasting over 1,010 individual clients and managing assets worth $356,124,000, Innovative Wealth Building LLC has demonstrated its ability to provide effective investment management services.
The firm specializes in managing employer 401(k) plans and individual accounts, which collectively account for over 80% of their assets under management. Their expertise in this area positions them as a tru...see more
Assets Under Mgmt
$356.12M
Investment Professionals
5
Locations
1
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Innovative Wealth Building Llc
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