Paramount Wealth, operating as Invictus Advisory Services, offers investment advice tailored to individual client objectives. They work with clients to identify goals and risk tolerance, creating a portfolio allocation using equities, fixed income, mutual funds, and structured products. They primarily serve recipients of settlements, managing the cash component and working with affiliated entities to promote long-term capital preservation. They may also recommend unaffiliated money managers.
Fee Structure
Paramount Wealth generally charges between 1% and 1.50% of the value of your portfolio each year. This fee is negotiable and may be higher or lower based on the size and complexity of your account, and the origin of the client. In special circumstances, a fixed fee may be arranged. Fees are paid quarterly, in advance.