Becoming an Investment Client of Innovate Financial, Inc.

We appreciate your interest in becoming a client of our firm.  When Mike Nakashima started Innovate Financial back in 2007 his goal was to get to $50,000,000 of clients' Assets Under Management (AUM).  The firm has expanded beyond expectations and the team of Mike, Justin Horsch (Financial Planner) and Melissa Richter (Accounts Manager) are now managing over $175,000,000 of client assets.  We greatly appreciate the clients already partnered with our firm, and we look forward to meeting new people that are interested in becoming clients.  

How to become a client of Innovate Financial:  

Premier Program:  Investment Client

Our new client minimum for investment assets that we will manage towards our clients' investment goals (at Orion Portfolio Solutions and Charles Schwab) is $500,000. 

We are most interested in working with new clients who can invest $500k or more.  It allows us to meet with the clients at least annually, and more when needed, to track their retirement, help with their goals, and keep working together to create wealth, fun, and legacies.  When we are helping manage the clients' money at our firm we can provide the highest level of service and recommendations because everyone is aware of what the investments are doing and if it fits the clients' risk profile and goals for their wealth. 

If you are interested in having us manage your assets of $500,000 or more please call the office at 612.824.1107 for more information.  At our initial meeting we will do a comprehensive analysis using our eMoney software and we will ask that you provide the bulk of your financial information.  Both Justin Horsch and Mike Nakashima, CFP are fiduciaries and we will use your date to make recommendations and your information will be held with the utmost of confidentiality. 

(This is only for people who meet with us for the Comprehensive Analysis and do  not invest $500k or more with our firm:....

Technically, we reserve the right to bill $1000 for the 1st meeting if  people use our office to get financial planning information but do not end up investing with us.  While this rarely happens, some people do take advantage of financial planning offices for "free" help with no intent of investing.  Time is precious, and we want to use our time most effectively).