Investus Financial Planning provides fee-only financial planning, investment management, and consulting services tailored to individual clients' financial and tax situations, risk profiles, and return objectives. Led by Henk Pieters, Investus focuses on long-term value investing, building diversified portfolios primarily using mutual funds and exchange-traded funds. The firm integrates financial planning with investment management, believing that managing investments requires a thorough understanding of the client's broader financial picture. Services cover the development and implementation of financial plans, ongoing portfolio updates, retirement analysis, tax minimization strategies, estate planning, and cash flow reviews. Investus also offers standalone consulting and financial planning for clients with simpler needs or limited investable assets. The firm serves individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $180K | 1.00% |
| $180K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Accounts under $180,000 are subject to a minimum annual fee of $1,800. Fees are negotiable.