Wyck Brown is a CFA-designated registered investment advisor at Innovest Portfolio Solutions LLC, based in Denver, CO, with 4 years of industry experience. Wyck is also registered as a broker, so some compensation may come from commissions on products sold. 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 Portfolio Solutions charges custom fees that depend on the amount of work involved and specific client needs. Fees can be a percentage of your portfolio or a fixed fee, and are generally payable in advance at the beginning of each calendar quarter.
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.
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Current Registrations
Innovest Portfolio Solutions LLC
Castle Placement, LLCBroker
State Registrations3 states
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Exams
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