Invest Inc. offers investment management, also known as asset management, and financial planning services to clients based on their goals, time frame, and risk tolerance. Invest Inc. also provides advice on non-securities matters such as financial planning, taxation, and estate planning. Investment advice includes recommendations of securities and transacting trades on behalf of clients.
Assets Under Management$160M
Clients208
Advisors5
Avg. per Client$760K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee is 2% of assets under management. All fees are negotiable. Fees for multiple accounts may be combined. Any capital inflows or outflows will be prorated in the calculation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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