Innovest Portfolio Solutions LLC
Assets Under Management
N/A
Number of Clients
439
Number of Advisors
21
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Innovest Portfolio Solutions provides investment consulting and reporting services to retirement plans, foundations, endowments, nonprofit organizations, and high net worth individuals and families. Services include investment program review, custody evaluation, investment manager selection, policy development, asset allocation, and performance reporting.
Fee Structure
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
Location
7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237