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
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.

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Employment History
Current Registrations
Innovest Portfolio Solutions LLC
May 2025 - Present · 8 mos
Previous Registrations
Ulrich Investment Consultants
September 2023 - April 2025 · 1 yr 7 mos
Innovest Portfolio Solutions LLC
April 2013 - October 2023 · 10 yrs 6 mos
State Registrations6 states
CACOFLMINYTX
Advisor
Exams
No exam information available for this advisor.
Steven Andrew Karsh - Financial Advisor | AdvisorDiscover