Invista Advisors is a registered investment advisor located in Montgomery, Alabama. The firm offers comprehensive wealth management services, including customized portfolio management, retirement planning, estate planning, tax strategies, and business consulting. Invista Advisors tailors its investment strategies to each client's specific goals, risk tolerance, and financial situation, utilizing open-architecture custodial platforms through LPL Financial. The firm works primarily with individuals, high-net-worth clients, trusts, and retirement plans, taking a hands-on approach to help clients navigate financial markets and global economic trends.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable up to 2% based on facts and circumstances, scope, complexity, and relationship size.