Invst provides financial planning, consulting, and investment management services. Invst manages client investment portfolios on a discretionary basis, allocating assets among various securities, mutual funds, ETFs, and REITs. Invst also provides retirement plan consulting services to qualified employee benefit plans and their fiduciaries. Invst uses independent managers to actively manage a portion of its clients’ assets.
Fee Structure
Invst offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.10% and 1.50% depending on the size and composition of the client's portfolio and the type of services rendered. For clients engaged through a Delegating Advisor, this management fee generally varies between 0.20% and 1.50%.