Invictus Investment Advisors provides investment management services to clients based on their individual needs and goals. They develop a personal investment policy and manage a portfolio based on that policy. They also offer employee benefit plan services to employer plan sponsors, assisting with retirement plan establishment, monitoring, and review. Invictus Investment Advisors also provides advice for held away accounts like 401(k)s and 529 plans.
Assets Under Management$90K
Clients13
Advisors1
Avg. per Client$6.9K
Avg. per Advisor$90K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.40% |
| $10K - $1000K | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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