Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
439 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Innovest's fees are custom and depend on the amount of work involved and client-specific consulting needs. Fees can be either a percentage of assets or a fixed fee. Fees are generally payable in advance at the beginning of each calendar quarter. Either party may terminate the consulting agreement with written notice.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2000
Settled
Employment History
Current Registrations
Innovest Portfolio Solutions LLC
March 2019 - Present · 6 yrs 10 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Cheryl Kostka Wilks - Financial Advisor | AdvisorDiscover