Robert Bower is a CFA-designated registered investment advisor at The Invictus Collective, LLC, based in Park Ridge, IL, with 4 years of industry experience. Robert 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.
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Robert is a manager and investor in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1, LLC, which invests in a manufacturer of synthetic graphite. He spends minimal time on this activity, primarily setting up the legal entity and coordinating tax administration.
Employment History
Current Registrations
The Invictus Collective, LLC
State Registrations1 state
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