Invest Capital LLC offers investment management services on a discretionary or non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. They also provide financial planning and consulting services covering investments, retirement income, and college planning. Invest Capital also provides ERISA plan services. Seminars and workshops are offered to educate the public.
Assets Under Management$25M
Clients28
Advisors1
Avg. per Client$880K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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