Robert Stebbins is a registered investment advisor at Innovest Portfolio Solutions LLC, based in Alameda, CA, with 22 years of industry experience. Robert 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
2239 Harbor Bay Parkway, Alameda, CA, 94502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Innovest Portfolio Solutions LLC
Previous Registrations
Advisory Consulting Group LLC
Advisory Consulting Group LLC
Capital Analysts, Incorporated
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.