INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Name: INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
Address: 361 ROUTE 202, SOMERS, NY 10589, somers, NY, US
Telephone: (914) 427-8036
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Somers, New York · 1 of 2 financial advisors in the area

📍 361 ROUTE 202, SOMERS, NY 10589

📞 (914) 427-••••

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📍 361 ROUTE 202, SOMERS, NY 10589

About INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. is a financial advisor located in Somers, New York. As a local financial advisor, they serve Somers and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Somers should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Somers

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Somers may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Somers

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Somers?

Financial Advisors in Somers typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Somers?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Somers to choose from.

Does INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. offer free quotes?

Contact INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Somers

INNOVATIVE FAMILY OFFICE LLC

361 ROUTE 202