Innovest Strategies provides investment advice, financial planning, and tax planning. For investment management, they meet with clients to understand their financial situation and goals, then propose an investment approach using ETFs, mutual funds, stocks, or bonds. They also offer retirement plan consulting to employers. Standalone financial planning services are also available, covering various aspects like retirement, estate, and tax planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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