RR

Richard Anthony Rodgers

14 Years of Experience

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 (2)
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Criminal
April 2002
Final Disposition
Criminal
December 1983
Final Disposition
Employment History
Current Registrations
Innovest Portfolio Solutions LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Advisory Consulting Group LLC
May 2018 - June 2020 · 2 yrs 1 mo
Strategies Capital Management
May 2018 - March 2020 · 1 yr 10 mos
Innovest Portfolio Solutions LLC
March 2014 - March 2019 · 5 yrs
Insight Ebc
February 2011 - December 2013 · 2 yrs 10 mos
State Registrations4 states
CACOFLTX
Advisor
Exams
No exam information available for this advisor.