Invest, Inc. provides investment management and financial planning services tailored to individual and corporate clients' goals, time frames, and risk tolerances. Founded in 1996 and based in Lexington, Kentucky, the firm specializes in strategic asset allocation primarily utilizing actively managed mutual funds and specific corporate debt securities. Invest, Inc. builds globally diversified portfolios and maintains full authority to make trades without asking first on behalf of clients. In addition to managing investments, Invest, Inc. offers advice on financial planning, taxation issues, and trust services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are a maximum of two percent of assets under management, but standard portfolios are charged 1% per year. All fees are negotiable and may be waived for friends or family.