Innovative Financial, LLC (IF, LLC) is a fee-only financial advisory firm based in Denver. IF, LLC offers financial planning, investment management, and tax preparation services. The firm provides ongoing discretionary management of investment portfolios based on individual needs and objectives. IF, LLC primarily recommends no-load mutual funds but may also offer advice on other securities.
Assets Under Management$110M
Clients115
Advisors1
Avg. per Client$920K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Innovative Financial provides ongoing investment management services where they make investment decisions for you. Fees are based on the amount of your portfolio and are listed in a written agreement. Fees are billed quarterly in advance and deducted from your account.
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