William Krzton is a registered investment advisor at Invicta Advisors LLC, based in Oakmont, PA, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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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.
Learn about disclosures →Other Business Activities
William works as an attorney at Three Rivers Law Partners, providing legal advice. This is a full-time commitment.
Employment History
Current Registrations
Invicta Advisors LLC
State Registrations1 state
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
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