Invicta Advisors is a registered investment advisor based in Oakmont, Pennsylvania, that has been in business since 2018. The firm offers fully customizable portfolio management for clients with larger assets, alongside general financial planning and consulting services. When building investment portfolios, Invicta Advisors uses fundamental, quantitative, and qualitative analysis, generally recommending a mix of exchange-listed securities, over-the-counter securities, corporate debt, certificates of deposit, municipal securities, variable life insurance, variable and fixed annuities, mutual funds, and U.S. government securities. The firm also provides consulting services for isolated topics such as estate planning, retirement planning, and business matters. Certain personnel are separately licensed as registered representatives of an affiliated broker-dealer or as insurance agents, creating potential conflicts of interest when recommending related products or insurance, though the firm maintains a fiduciary duty to put clients' interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Invicta Advisors' maximum permissible fee is 2.0% of assets under management. Fees are negotiable based on client circumstances, complexity, and portfolio style.