Steven Andrew Karsh

Innovest Portfolio Solutions LLC

12 Years of Experience

View SEC Summary

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

7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237

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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

May 2025 - Present · 9 mos

Previous Registrations

Ulrich Investment Consultants

September 2023 - April 2025 · 1 yr 7 mos

Innovest Portfolio Solutions LLC

April 2013 - October 2023 · 10 yrs 6 mos

State Registrations6 states

CACOFLMINYTX

Advisor

Exams

No exam information available for this advisor.