Investa Asset Management provides investment supervisory services, portfolio and wealth management, and financial planning to individual and institutional clients. Investa advises on various securities, including stocks, bonds, and REITs. They tailor their services to each client's needs, considering factors like risk tolerance and time horizon. Investa manages client investment portfolios on a discretionary and non-discretionary basis.
Assets Under Management$500K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$250K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees over $1 million are negotiable. Portfolio Management clients receive either discounted or free financial planning services depending upon the level of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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