RS
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
2239 Harbor Bay Parkway, Alameda, CA, 94502
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Innovest Portfolio Solutions LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Advisory Consulting Group LLC
March 2013 - June 2020 · 7 yrs 3 mos
Advisory Consulting Group LLC
January 2007 - December 2012 · 5 yrs 11 mos
Capital Analysts, Incorporated
January 2003 - December 2006 · 3 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.