Michael New is a registered investment advisor at Invictus Fiduciary Services, LLC, based in Memphis, TN, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.15% |
| $10.0M - $50.0M | 0.05% |
| $50M+ | 0.03% |
Minimum annual fee of $15,000. Distribution transaction fee of $35 per participant distribution.
Fee Estimator
Location
1755 Kirby Parkway,, Suite 101, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Invictus Fiduciary Services, LLC
State Registrations1 state
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