TJ
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 Pkwy, 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
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
First Republic Securities Company, LLCBroker
September 2020 - April 2023 · 2 yrs 7 mos
First Republic Investment Management, INC.
August 2019 - April 2023 · 3 yrs 8 mos
Newport Group Consulting, LLC
July 2014 - July 2019 · 5 yrs
Advisory Consulting Group LLC
January 2007 - December 2012 · 5 yrs 11 mos
Capital Analysts, IncorporatedBroker
January 2006 - December 2006 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - July 2005 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2003 - July 2005 · 1 yr 9 mos
Kirlin Securities INC.Broker
February 2002 - August 2002 · 6 mos
State Registrations3 states
AZCACO
Advisor
Exams
No exam information available for this advisor.