Invictus Fiduciary Services provides investment management and advisory services to Employee Stock Ownership Plans (ESOPs), their plan sponsors, and plan trustees. Invictus offers services related to ESOP purchase or sale transactions where the appointed ESOP fiduciaries have a conflict of interest. Investment policies are determined by the client, which may be the plan sponsor, committee, ESOP trustee, or other authorized parties.
Assets Under Management$960M
Clients29
Advisors1
Avg. per Client$33M
Avg. per Advisor$960M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.15% |
| $10.0M - $50.0M | 0.05% |
| $50M+ | 0.03% |
Minimum annual fee of $15,000. Distribution transaction fee of $35 per participant distribution.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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