Invicta Financial Group, operating as BDT & Associates, provides financial planning services covering portfolio review, investment planning, risk management, tax planning, retirement planning, education planning, cash flow analysis, budgeting, and debt management. For investment management, Invicta Financial Group refers clients to third-party investment advisors. Invicta Financial Group does not directly manage client investments.
Fee Structure
Invicta Financial Group does not directly manage investment portfolios. Instead, they recommend third-party investment advisors to clients, such as Howard Capital Management, American Trust, 401GO, and Sonnet, LLC. These advisors charge up to 2.20% or 1.90% annually, depending on the advisor. Invicta Financial Group typically shares these fees with the third-party advisors. The specific fee and termination policies depend on the third-party advisor selected.