InVested Advisors offers financial planning, investment management, and consulting services to individuals, high net worth individuals, and businesses. Financial planning covers goal setting, tax management, retirement income, estate planning, and charitable giving. Investment management involves creating and managing portfolios based on client goals and risk tolerance, often using third-party managers. InVested also provides tax return preparation services.
Assets Under Management$270M
Clients283
Advisors3
Avg. per Client$950K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and may deviate from the tiered fee schedule. InVested does charge an additional advisory fee ranging from 0.05% to 0.25% for providing tax analysis and planning. American Funds F2 Shares are charged 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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