Eric Koeplin is a registered investment advisor at Innovest Portfolio Solutions LLC, based in Denver, CO, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 467 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovest offers a Friends and Family Investment Program for individuals and nonprofits. Clients complete a questionnaire, and Innovest recommends a portfolio from its model portfolios, which invest in mutual funds and exchange-traded funds. Fees are custom and can be either a percentage of assets or a fixed fee.
Location
7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237
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Regulatory History
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
Previous Registrations
Eversource Wealth Advisors, LLC
Alpha Principle, LLC
Adviceperiod, LLC
The Milestone Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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