Christian Habitz is a registered investment advisor at The Invictus Collective, LLC, based in Park Ridge, IL, with 24 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 17 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Invictus Collective's investment management fee varies between 0.10% and 2.00% annually, depending on the size and composition of your portfolio, the investment strategies used, and the services provided. The fee is charged quarterly, in advance, based on the market value of the assets managed. Fees may be negotiable based on individual circumstances. Additional fees may apply for certain client holdings, such as held-away assets or alternative investments. The firm can charge a 0.02% fee for assets that are not managed or advised on, but where the firm provides reporting services.
Location
3 South Prospect Avenue, Suite 201, Park Ridge, IL, 60068
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Regulatory History
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.
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Christian is a passive investor in Sentrycard Technologies through Trumid LLC since 2019. He also manages and invests in Monomyth Anovion, LLC, dedicating minimal time to setting up the legal entity, transaction account, and coordinating tax administration since 2022.
Employment History
Current Registrations
The Invictus Collective, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.