Assets Under Management

$2.6B

Number of Clients

6,005

Number of Advisors

86

Average Client AUM

$429K

AUM per Advisor

$29.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Vicus Capital provides investment management services through managed accounts, digital advice, and open architecture strategies. They offer various strategies including Active Income, All Cap Equity, Core Bond, Core Opportunity, and more. Financial planning is also available on an hourly, recurring, or one-time fixed fee basis.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Location

476 Rolling Ridge Drive, Suite 315, State College, PA, 16801

86 Advisors at this firm

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