Overview

Headquarters
Lakewood, CO
Total Firm Assets
$105 million
Average High-Net-Worth Client Portfolio Size
$1.3 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: INNOVATIVE FINANCIAL FORM ADV PART 2 (2026-07-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.80%
$3,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $68,000 0.68%
$50 million $308,000 0.62%
$100 million $608,000 0.61%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
73.80%
Number of High-Net-Worth Clients
61
Total Client Accounts
85
Discretionary Accounts
85

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
127469
  • INNOVATIVE FINANCIAL FORM ADV PART 2 (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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