The Invictus Collective provides financial planning, consulting, and investment management services. They allocate client assets among independent investment managers, options, structured notes, ETFs, individual securities, mutual funds, and privately placed securities. They also offer a structured note strategy for institutional portfolios. The Invictus Collective uses Dynasty Financial Partners for operational and back-office support. They tailor their advisory services to meet individual client needs and objectives.
Fee Structure
The Invictus Collective's investment management fee varies between 0.10% and 2.00% annually, depending on the size and composition of your portfolio, the investment strategies used, and the services provided. The fee is charged quarterly, in advance, based on the market value of the assets managed. Fees may be negotiable based on individual circumstances. Additional fees may apply for certain client holdings, such as held-away assets or alternative investments. The firm can charge a 0.02% fee for assets that are not managed or advised on, but where the firm provides reporting services.