Innovation Partners LLC

Innovation Partners LLC, established in 2007, is a registered investment adviser offering risk management, actuarial analysis, and various consulting services. The firm provides investment advisory services, including consulting, third-party investment advisor programs, and managed account programs. Clients may receive financial planning advice on topics such as estate planning, retirement planning, and tax planning. The firm's representatives have discretion over client accounts, selecting securities and making trades without prior client approval. Clients are responsible for notifying representatives of any changes in their financial circumstances. Fees for consulting services range from hourly rates up to $500 per hour, while asset management fees vary based on the program, with a maximum annual fee of 3%. IPLLC does not charge performance-based fees and does not participate in wrap fee programs. The firm does not vote proxies on behalf of clients and does not have custody of client assets. IPLLC has no disciplinary events to disclose and does not require payment of fees in advance exceeding $500 per client. The firm is an SEC-registered investment adviser and does not have financial impairments that would affect client commitments.