Robert Walton Stebbins

Innovest Portfolio Solutions LLC

22 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Innovest Portfolio Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

439 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

2239 Harbor Bay Parkway, Alameda, CA, 94502

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Advisory Consulting Group LLC

March 2013 - June 2020 · 7 yrs 3 mos

Advisory Consulting Group LLC

January 2007 - December 2012 · 5 yrs 11 mos

Capital Analysts, Incorporated

January 2003 - December 2006 · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.