Invex Advisors LLC offers discretionary portfolio management services tailored to clients' needs and investment objectives. They also serve as an advisor to affiliated private funds. Invex primarily advises on private funds and bonds, using technical and fundamental analysis. They may recommend rolling over retirement assets into an IRA managed by them.
Fee Structure
Invex Advisors charges an annual fee for portfolio management services, ranging from 0.20% to 2.00% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration requested. Fees are calculated and payable quarterly, based on the balance at the end of the billing period. The advisory fee is negotiable with each customer prior to signing the agreement.