Aimee Toth is a registered investment advisor at Invicta Advisors LLC, based in Oakmont, PA, with 19 years of industry experience. Aimee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,163 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Invicta Advisors' maximum permissible fee is 2.0% of assets under management. Fees are negotiable based on client circumstances, complexity, and portfolio style.
Fee Estimator
Location
527 Cedar Way, Suite 101, Oakmont, PA, 15139
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Aimee works as an attorney at law for Three Rivers Law Partners, dedicating a few hours per week to this activity. This work occurs during trading hours.
Employment History
Current Registrations
Invicta Advisors LLC
Invicta Capital LLCBroker
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
State Registrations2 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.
Exams
More Advisors
- Kyle Rioboli, CFAOakmont Capital Management, LLC
- Lawrence Koteski, CFAOakmont Capital Management, LLC
- David Bousquet, ChFCEdward Jones
- Frank Senchak, CFAFederated Securities CORP.
- Kyle Baker, CFPEdward Jones