INNOVATIVE ASSET ADVISORS GROUP

Overview

Innovative Asset Advisors Group is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients, as well as small-business owners. The firm combines fee-based financial planning and discrete portfolio management with insurance brokerage capabilities, positioning itself to deliver both investment and risk-transfer solutions. Their advisory fees include a mix of percentage-of-AUM, hourly and fixed-fee arrangements, which supports flexible relationships across wealth levels and project-based planning work. From an investment stance, the firm shows a clear preference for equities as the core allocation sleeve. Publicly reported holdings point to a substantial position in exchange-traded equities, and their platform use (Schwab and SEI) and separate managed account reporting suggest they implement portfolios through a mix of SMAs and pooled vehicles. The firm also incorporates third-party alternative managers—notably hedge funds and real estate strategies—alongside traditional vehicles to broaden return drivers and manage volatility.

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Location & Offices