Inverlochy Capital, Inc. offers wealth management services, including financial planning and investment management, to individuals and institutions. Inverlochy Capital gets to know each client's financial objectives to develop a unique portfolio management strategy. The firm uses a long-term view of financial markets and relies on independent research and analysis. Financial planning is included at no extra charge for clients with assets managed by Inverlochy Capital.
Assets Under Management$44M
Clients31
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable at the discretion of Inverlochy Capital, Inc.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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