Invista Advisors offers customized investment solutions through regular client contact and discretionary investment management. They work with clients to identify their goals, risk tolerance, and financial situation to create a portfolio strategy. Invista Advisors also provides financial planning services tailored to individual needs, covering retirement, education, insurance, estate, and tax planning. Hourly consulting services are also available for specific financial objectives.
Fee Structure
Invista Advisors manages investments for a percentage of the portfolio's value. The annual rate is negotiable up to 2% and generally follows this schedule:
- Up to $500,000: Up to 2.00%
- $500,001 to $1,000,000: Up to 1.75%
- $1,000,001 to $5,000,000: Up to 1.50%
- More than $5,000,000: Up to 1.00%
Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship.